# Osram Sylvania INC. DC Plan
Source: https://planprovider.pro/companies/osram-sylvania-inc-plan-002

> Osram Sylvania INC.'s DC plan: 1,047 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/alight-solutions) — NONE

- [KPMG](https://planprovider.pro/provider/kpmg-llp) — NONE

- [AON HEWITT FINANCIAL ADVISORS](https://planprovider.pro/provider/alight-solutions) — NONE

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/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|

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