Plan Snapshot
- Plan Sponsor: Karl Storz Endoscopy-America, INC.
- Sponsor EIN: 952678449
- Sponsor Address: 2151 EAST GRAND AVENUE, EL SEGUNDO, CA, 902455017
- Plan Type: 401(k)
- Total Participants: 2,147
- Total Assets: $467.4M
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 | 2,147 | $467.4M | $8.9M | $20.9M |
| 2023 | 2,224 | $403.5M | $8.5M | $20.1M |
| 2022 | 2,109 | $337.5M | $7.8M | $18.2M |
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 |
|---|---|---|---|---|
| GREEN, HASSON & JANKS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GREEN, HASSON & JANKS, 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 | $597,505 | $277,859 | $198,604 | — | — |
| 2023 | $620,060 | $226,758 | $393,302 | — | — |
| 2022 | $636,795 | — | $636,795 | — | — |