Plan Snapshot
- Plan Sponsor: Pandrol Usa, LP
- Sponsor EIN: 223554003
- Sponsor Address: 611 WINCHESTER ROAD, MEMPHIS, TN, 38116
- Plan Type: 401(k)
- Total Participants: 167
- Total Assets: $9.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 167 | $9.0M | $352,881 | $528,585 |
| 2023 | 99 | $8.8M | $325,434 | $546,839 |
| 2022 | 120 | $8.9M | $319,327 | $533,543 |
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 |
|---|---|---|---|---|
| DOWNEY & COMPANY, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $55,363 | $15,913 | $28,781 | — | — |
| 2023 | $48,800 | $12,255 | $26,161 | — | — |
| 2022 | $43,104 | — | $42,585 | — | $519 |