Plan Snapshot
- Plan Sponsor: Fisher & Paykel Holdings, INC.
- Sponsor EIN: 330721612
- Sponsor Address: 17400 LAGUNA CANYON RD. #300, IRVINE, CA, 92618
- Plan Type: 401(k)
- Total Participants: 326
- Total Assets: $45.4M
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 | 326 | $45.4M | $1.1M | $3.5M |
| 2023 | 327 | $38.6M | $653,174 | $3.0M |
| 2022 | 299 | $32.0M | $582,964 | $2.5M |
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 |
|---|---|---|---|---|
| REDWITZ INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REDWITZ INC. — Auditor
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 | $123,807 | $67,571 | — | — | — |
| 2023 | $98,922 | $59,011 | — | — | — |
| 2022 | $95,900 | $58,590 | $37,310 | — | — |