Plan Snapshot
- Plan Sponsor: Georg Fischer Signet LLC
- Sponsor EIN: 951768356
- Sponsor Address: 5462 N. IRWINDALE AVE, IRWINDALE, CA, 91706
- Plan Type: 401(k)
- Total Participants: 1,173
- Total Assets: $159.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,173 | $159.1M | $5.6M | $8.7M |
| 2023 | 1,302 | $142.6M | $6.0M | $8.5M |
| 2022 | 1,256 | $118.7M | $5.9M | $7.8M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $133,446 | — | $133,446 |
| PLANTE & MORAN, PLLC | NONE | $27,500 | — | $27,500 |
| MULTNOMAH GROUP INC | NONE | $22,345 | — | $22,345 |
| SPINNAKER INVESTMENT GROUP LLC | NONE | $8,447 | — | $8,447 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- PLANTE & MORAN, PLLC — NONE
- MULTNOMAH GROUP INC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $191,738
- Estimated Expense Ratio: 0.121% 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 | $191,813 | $30,792 | — | $27,500 | — |
| 2023 | $199,800 | $29,303 | $27,150 | — | — |
| 2022 | $173,623 | $21,273 | — | — | $24,800 |