# Fisher &amp; Paykel Appliances Usa Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/fisher-paykel-appliances-usa-holdings-inc-401k-plan

> Fisher &amp; Paykel Appliances Usa Holdings, INC.&#39;s 401(k) plan: 219 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| RAYMOND JAMES & ASSOCIATES INC|ADVISOR|$34,586|—|$34,586|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$31,745|—|$31,745|

| UBS FINANCIAL SERVICES INC|ADVISOR|$10,084|—|$10,084|

| KBF CPAS - AUDIT, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RAYMOND JAMES & ASSOCIATES INC](https://planprovider.pro/provider/john-hancock) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [UBS FINANCIAL SERVICES INC](https://planprovider.pro/provider/aspire-financial-services) — ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $76,415

- **Estimated Expense Ratio:** 0.389% 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|$76,416|$44,671|—|—|—|

| 2023|$57,223|$30,382|—|—|—|

| 2022|$78,732|—|—|—|—|

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