Plan Snapshot
- Plan Sponsor: Osram Sylvania INC.
- Sponsor EIN: 043349012
- Sponsor Address: 275 WEST MAIN STREET, HILLSBORO, NH, 03244
- Plan Type: DC
- Total Participants: 1,047
- Total Assets: $486.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 1,047 | $486.9M | $5.8M | $8.9M |
| 2023 | 961 | $461.5M | $6.2M | $9.3M |
| 2022 | 977 | $444.0M | $6.9M | $9.8M |
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 |
|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | NONE | $473,501 | — | $473,501 |
| KPMG | NONE | $145,500 | — | $145,500 |
| INVESCO ADVISORS, INC. | NONE | $143,406 | — | $143,406 |
| SSGA | NONE | $101,051 | — | $101,051 |
| AON HEWITT FINANCIAL ADVISORS | NONE | $100,000 | — | $100,000 |
| BLACK ROCK FINANCIAL | NONE | $46,437 | — | $46,437 |
| CLIFTONLARSONALLEN LLP | NONE | $15,750 | — | $15,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALIGHT SOLUTIONS LLC — NONE
- KPMG — NONE
- AON HEWITT FINANCIAL ADVISORS — NONE
- CLIFTONLARSONALLEN LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,025,645
- Estimated Expense Ratio: 0.211% 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 | $1,025,644 | $390,893 | — | $161,250 | — |
| 2023 | $758,134 | $423,045 | $155,977 | $16,175 | — |
| 2022 | $800,948 | $344,369 | — | — | $456,579 |