# Dormakaba Usa INC. 401(k) Plan
Source: https://planprovider.pro/companies/dormakaba-usa-inc-401k-plan

> Dormakaba Usa INC.'s 401(k) plan: 2,375 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Dormakaba Usa INC.

- **Sponsor EIN:** 510367374

- **Sponsor Address:** 6161 EAST 75TH STREET, INDIANAPOLIS, IN, 46250

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

- **Total Participants:** 2,375

- **Total Assets:** $196.3M

## 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|2,375|$196.3M|$7.8M|$15.2M|

| 2023|2,510|$173.4M|$6.9M|$13.4M|

| 2022|2,896|$144.5M|$7.0M|$13.1M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$172,559|—|$172,559|

| STRATEGIC ADVISORS, INC.|ADVISOR|$47,481|—|$47,481|

| PRICEWATERHOUSE COOPERS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [PRICEWATERHOUSE COOPERS LLP](https://planprovider.pro/provider/pricewaterhousecoopers-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $220,040

- **Estimated Expense Ratio:** 0.112% 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|$220,040|$47,481|$900|—|—|

| 2023|$203,211|$31,495|$4,200|—|—|

| 2022|$168,071|$12,833|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/dormakaba-usa-inc-401k-plan)

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