# Oerlikon Usa Holding, INC. DB Plan
Source: https://planprovider.pro/companies/oerlikon-usa-holding-inc-plan-002

> Oerlikon Usa Holding, INC.&#39;s DB plan: 0 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:** 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](https://planprovider.pro/provider/schneider-downs-and-co-inc) — 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|

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