Plan Snapshot
- Plan Sponsor: Dow Hydraulic Systems
- Sponsor EIN: 952564523
- Sponsor Address: 2895 METROPOLITAN PLACE, POMONA, CA, 91767
- Plan Type: 401(k)
- Total Participants: 85
- Total Assets: $8.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 85 | $8.9M | $0 | $276,398 |
| 2023 | 84 | $8.4M | $0 | $290,142 |
| 2022 | 81 | $7.1M | $0 | $268,794 |
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 |
|---|---|---|---|---|
| JWT & ASSOCIATES LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $16,115 | $16,115 | — | — | — |
| 2023 | $13,925 | $13,925 | — | — | — |
| 2022 | $10,545 | — | — | — | — |