Plan Snapshot
- Plan Sponsor: Datalogic Usa, INC.
- Sponsor EIN: 160969362
- Sponsor Address: 959 TERRY STREET, EUGENE, OR, 97402
- Plan Type: 401(k)
- Total Participants: 329
- Total Assets: $86.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 329 | $86.3M | $1.2M | $3.4M |
| 2023 | 445 | $94.3M | $1.3M | $3.8M |
| 2022 | 455 | $84.1M | $1.3M | $3.8M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MERCER INVESTMENTS, LLC | Investment Advisor | $205,256 | — | $205,256 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $46,174 | — | $46,174 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $13,924 | — | $13,924 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $265,354
- Estimated Expense Ratio: 0.308% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $265,354 | $219,180 | — | — | — |
| 2023 | $257,838 | $7,421 | — | — | — |
| 2022 | $254,966 | — | $254,966 | — | — |