Plan Snapshot
- Plan Sponsor: Kodak Alaris INC.
- Sponsor EIN: 462969770
- Sponsor Address: 336 INITIATIVE DRIVE, ROCHESTER, NY, 14624
- Plan Type: 401(k)
- Total Participants: 744
- Total Assets: $168.4M
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 | 744 | $168.4M | $2.9M | $8.1M |
| 2023 | 829 | $159.4M | $2.9M | $8.5M |
| 2022 | 808 | $137.5M | $2.8M | $8.1M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | NONE | $84,781 | — | $84,781 |
| FREEDMAXICK, P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $84,781
- Estimated Expense Ratio: 0.050% 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 | $84,337 | — | — | — | — |
| 2023 | $89,621 | — | — | — | — |
| 2022 | $100,754 | — | — | — | — |