Plan Snapshot
- Plan Sponsor: Fischbach Usa, INC.
- Sponsor EIN: 611231004
- Sponsor Address: 900 PETERSON DRIVE, ELIZABETHTOWN, KY, 42701
- Plan Type: 401(k)
- Total Participants: 270
- Total Assets: $9.7M
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 | 270 | $9.7M | $307,727 | $820,003 |
| 2023 | 225 | $8.3M | $263,814 | $721,899 |
| 2022 | 243 | $7.0M | $193,662 | $681,909 |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT LLP | 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 | $47,903 | $20,685 | — | — | — |
| 2023 | $4,275 | — | — | — | — |
| 2022 | $4,888 | — | — | — | — |