Plan Snapshot
- Plan Sponsor: Hillenbrand, INC.
- Sponsor EIN: 261342272
- Sponsor Address: ONE BATESVILLE BOULEVARD, BATESVILLE, IN, 47006
- Plan Type: 401(k)
- Total Participants: 2,940
- Total Assets: $545.1M
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 | 2,940 | $545.1M | $10.5M | $15.9M |
| 2023 | 2,023 | $511.7M | $16.2M | $23.0M |
| 2022 | 3,008 | $436.6M | $14.2M | $20.2M |
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 |
|---|---|---|---|---|
| KATZ SAPPER & MILLER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KATZ SAPPER & MILLER LLP — 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 | $225,893 | $102,884 | $900 | — | — |
| 2023 | $497,306 | $170,911 | $1,200 | — | — |
| 2022 | $469,870 | $147,991 | — | — | — |