Plan Snapshot
- Plan Sponsor: Hillebrand Gori Usa, LLC.
- Sponsor EIN: 510389841
- Sponsor Address: 2147 HIGHWAY 27 STE 401, EDISON, NJ, 08817
- Plan Type: 401(k)
- Total Participants: 214
- Total Assets: $13.1M
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 | 214 | $13.1M | $380,747 | $796,474 |
| 2023 | 234 | $11.3M | $327,034 | $685,014 |
| 2022 | 186 | $8.7M | $255,617 | $516,850 |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $92,222 | — | $92,222 |
| AMERITAS INVESTMENT CORP. | BROKER | — | $48,933 | $48,933 |
| TAX FAVORED BENEFITS, INC. | TPA | $5,325 | — | $5,325 |
| HUTCHINS & HAAKE L.L.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- AMERITAS INVESTMENT CORP. — BROKER
- HUTCHINS & HAAKE L.L.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $146,480
- Estimated Expense Ratio: 1.119% 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 | $100,410 | — | $100,410 | — | — |
| 2023 | $83,010 | — | $83,010 | — | — |
| 2022 | $68,254 | — | $68,254 | — | — |