Plan Snapshot
- Plan Sponsor: Endress+Hauser INC.
- Sponsor EIN: 351315726
- Sponsor Address: 2350 ENDRESS PLACE, GREENWOOD, IN, 46143
- Plan Type: 401(k)
- Total Participants: 983
- Total Assets: $159.5M
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 | 983 | $159.5M | $5.7M | $8.0M |
| 2023 | 964 | $135.2M | $5.3M | $7.6M |
| 2022 | 868 | $112.8M | $4.5M | $6.5M |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | NONE | $6,677 | $229,854 | $236,531 |
| ONEDIGITAL INVESTMENT ADVSRS | NONE | — | $149,030 | $149,030 |
| FUTURE CAPITAL | NONE | $31,621 | — | $31,621 |
| BGBC PARTNERS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVSRS — NONE
- BGBC PARTNERS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $417,182
- Estimated Expense Ratio: 0.262% 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 | $37,398 | $31,621 | $5,777 | — | — |
| 2023 | $25,114 | $18,538 | $6,576 | — | — |
| 2022 | $18,328 | $11,998 | $6,330 | — | — |