Plan Snapshot
- Plan Sponsor: Landis&Gyr Technology, INC.
- Sponsor EIN: 201399908
- Sponsor Address: 30000 MILL CREEK AVE, ALPHARETTA, GA, 30022
- Plan Type: 401(k)
- Total Participants: 905
- Total Assets: $231.9M
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 | 905 | $231.9M | $4.4M | $10.9M |
| 2023 | 871 | $199.1M | $4.3M | $10.7M |
| 2022 | 879 | $173.5M | $4.6M | $9.7M |
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 |
|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | ADVISOR | $165,412 | — | $165,412 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $31,952 | — | $31,952 |
| KRUGGEL, LAWTON & COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- KRUGGEL, LAWTON & COMPANY, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $197,364
- Estimated Expense Ratio: 0.085% 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 | $66,950 | $197,363 | $600 | — | — |
| 2023 | $82,836 | $187,691 | $300 | $33,033 | — |
| 2022 | $115,569 | $42,014 | — | — | — |