Plan Snapshot
- Plan Sponsor: Oerlikon Usa Holding, INC.
- Sponsor EIN: 952549713
- Sponsor Address: 5700 MELLON ROAD, EXPORT, PA, 15632
- Plan Type: DB
- Total Participants: 0
- Total Assets: $16.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $16.0M | $171,978 | $0 |
| 2023 | 0 | $33.6M | $1.2M | $0 |
| 2022 | 0 | $33.0M | $0 | $0 |
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 |
|---|---|---|---|---|
| SCHNEIDER DOWNS | Auditor | $25,049 | — | $25,049 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHNEIDER DOWNS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,049
- Estimated Expense Ratio: 0.157% 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 | $1,038,486 | $101,335 | $150,167 | $25,049 | — |
| 2023 | $1,077,128 | $136,629 | — | $25,000 | — |
| 2022 | $634,892 | $82,611 | — | — | $252,258 |