Plan Snapshot
- Plan Sponsor: Eaglepicher Technologies, LLC
- Sponsor EIN: 204606134
- Sponsor Address: 425 S.WOODS MILL RD, SUITE 250, ST. LOUIS, MO, 63017
- Plan Type: 401(k)
- Total Participants: 753
- Total Assets: $83.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 753 | $83.7M | $2.0M | $3.9M |
| 2023 | 802 | $79.9M | $2.1M | $4.0M |
| 2022 | 840 | $72.2M | $1.9M | $3.7M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | NONE | $89,466 | — | $89,466 |
| UBS FINANCIAL SERVICES INC | NONE | $40,000 | — | $40,000 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES INC — NONE
- UBS FINANCIAL SERVICES INC — NONE
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $129,466
- Estimated Expense Ratio: 0.155% 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 | $129,541 | $45,770 | — | — | — |
| 2023 | $127,066 | $44,516 | — | — | — |
| 2022 | $136,010 | $40,000 | — | — | — |