Plan Snapshot
- Plan Sponsor: Ebm-Papst INC.
- Sponsor EIN: 061045828
- Sponsor Address: 100 HYDE ROAD, FARMINGTON, CT, 06034
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 445
- Total Assets: $71.2M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 445 | $71.2M | $2.6M | $2.2M |
| 2023 | 443 | $71.4M | $1.9M | $1.8M |
| 2022 | 368 | $61.9M | $2.0M | $1.7M |
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 |
|---|---|---|---|---|
| FIORITA, KORNHAAS, & COMPANY, PC | 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 | $300 | — | $300 | — | — |
| 2023 | $225 | — | — | — | — |
| 2022 | $350 | — | — | — | — |