Plan Snapshot
- Plan Sponsor: Fisher & Paykel Appliances Usa Holdings, INC.
- Sponsor EIN: 201693884
- Sponsor Address: 695 TOWN CENTER DRIVE, COSTA MESA, CA, 92626
- Plan Type: 401(k)
- Total Participants: 219
- Total Assets: $19.6M
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 | 219 | $19.6M | $534,107 | $1.6M |
| 2023 | 228 | $17.7M | $557,323 | $1.6M |
| 2022 | 239 | $14.6M | $418,949 | $1.5M |
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 |
|---|---|---|---|---|
| KBF CPAS - AUDIT, 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 | $76,416 | $44,671 | — | — | — |
| 2023 | $57,223 | $30,382 | — | — | — |
| 2022 | $78,732 | — | — | — | — |