Plan Snapshot
- Plan Sponsor: Eppendorf Holding, Incorporated
- Sponsor EIN: 113521426
- Sponsor Address: 175 FRESHWATER BLVD., ENFIELD, CT, 06082
- Plan Type: 401(k)
- Total Participants: 761
- Total Assets: $133.3M
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 | 761 | $133.3M | $1.7M | $6.3M |
| 2023 | 817 | $112.8M | $1.7M | $6.1M |
| 2022 | 826 | $87.3M | $1.6M | $5.7M |
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 |
|---|---|---|---|---|
| COHNREZNICK, LLP | Auditor | $18,800 | — | $18,800 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,800
- Estimated Expense Ratio: 0.014% 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 | $152,316 | $26,201 | — | $18,800 | — |
| 2023 | $67,206 | $20,350 | — | — | — |
| 2022 | $32,114 | $8,150 | — | — | — |