Plan Snapshot
- Plan Sponsor: Ergotron, INC.
- Sponsor EIN: 411298218
- Sponsor Address: 1181 TRAPP ROAD, EAGAN, MN, 55121
- Plan Type: 401(k)
- Total Participants: 625
- Total Assets: $106.9M
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 | 625 | $106.9M | $841,083 | $3.1M |
| 2023 | 266 | $100.6M | $668,983 | $2.7M |
| 2022 | 494 | $91.4M | $356,010 | $2.7M |
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 |
|---|---|---|---|---|
| CROWE LLP | Auditor | $24,675 | — | $24,675 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,675
- Estimated Expense Ratio: 0.023% 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 | $213,903 | $86,135 | — | $24,675 | — |
| 2023 | $185,922 | $55,414 | $35,741 | — | — |
| 2022 | $160,059 | — | — | — | $21,259 |