# Oerlikon Usa Holding, INC. 401(k) Plan
Source: https://planprovider.pro/companies/oerlikon-usa-holding-inc-401k-plan

> Oerlikon Usa Holding, INC.'s 401(k) plan: 1,240 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Oerlikon Usa Holding, INC.

- **Sponsor EIN:** 952549713

- **Sponsor Address:** 1101 PROSPECT AVENUE, WESTBURY, NY, 11590

- **Plan Type:** 401(k)

- **Total Participants:** 1,240

- **Total Assets:** $219.7M

## 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|1,240|$219.7M|$5.1M|$9.4M|

| 2023|1,230|$191.2M|$5.0M|$9.0M|

| 2022|1,270|$159.0M|$4.3M|$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|

| BAKER TILLY US, LLP|Auditor|$17,000|—|$17,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $17,000

- **Estimated Expense Ratio:** 0.008% 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|$267,941|$39,906|$300|$17,000|—|

| 2023|$350,688|$38,602|$300|$30,500|—|

| 2022|$296,287|$40,075|—|—|—|

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