Plan Snapshot
- Plan Sponsor: Dorel U.S.A., INC.
- Sponsor EIN: 351851471
- Sponsor Address: 2525 STATE STREET, COLUMBUS, IN, 47201
- Plan Type: 401(k)
- Total Participants: 683
- Total Assets: $88.9M
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 | 683 | $88.9M | $1.4M | $4.2M |
| 2023 | 646 | $83.0M | $1.5M | $4.8M |
| 2022 | 664 | $74.5M | $1.3M | $3.9M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $204,565 | — | $204,565 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $9,427 | — | $9,427 |
| BLUE & CO., LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLUE & CO., LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $213,992
- Estimated Expense Ratio: 0.241% 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 | $213,992 | $9,427 | — | — | — |
| 2023 | $283,804 | $12,647 | — | $4,000 | — |
| 2022 | $118,433 | $40,294 | $16,349 | — | $7,000 |