# Depatie Fluid Power Company 401(k) Plan
Source: https://planprovider.pro/companies/depatie-fluid-power-company-401k-plan

> Depatie Fluid Power Company's 401(k) plan: 242 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Depatie Fluid Power Company

- **Sponsor EIN:** 300036481

- **Sponsor Address:** 6256 AMERICAN AVENUE, PORTAGE, MI, 49002

- **Plan Type:** 401(k)

- **Total Participants:** 242

- **Total Assets:** $15.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|242|$15.5M|$492,549|$1.3M|

| 2023|143|$11.6M|$301,776|$782,631|

| 2022|104|$10.4M|$256,664|$598,466|

## 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|

| OSAIC WEALTH INC|INVESTMENT ADVISOR|$13,327|—|$13,327|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$8,122|—|$8,122|

| CWS FINANCIAL ADVISORS|INVESTMENT ADVISOR|$6,760|—|$6,760|

| KRUGGEL LAWTON & COMPANY LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [KRUGGEL LAWTON & COMPANY LLC](https://planprovider.pro/provider/kruggel-lawton-and-company-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $28,209

- **Estimated Expense Ratio:** 0.182% 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|$31,083|$14,882|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Tgw Systems, INC.](https://planprovider.pro/companies/tgw-systems-inc-401k-plan) — 240 participants

- [Nlb Corporation](https://planprovider.pro/companies/nlb-corporation-401k-plan) — 238 participants

- [Newcor, INC.](https://planprovider.pro/companies/cie-newcor-401k-plan) — 251 participants

- [Edgewater Automation, LLC](https://planprovider.pro/companies/edgewater-automation-llc-plan) — 253 participants

- [Espec North America, INC.](https://planprovider.pro/companies/espec-north-america-inc-401k-plan) — 255 participants

- [Roman Manufacturing, INC.](https://planprovider.pro/companies/roman-manufacturing-inc-plan-001) — 214 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/depatie-fluid-power-company-401k-plan)

© 2026 PlanProvider.Pro