Plan Snapshot
- Plan Sponsor: Pepperl Fuchs, INC.
- Sponsor EIN: 341384534
- Sponsor Address: 1600 ENTERPRISE PKWY, TWINSBURG, OH, 440872202
- Plan Type: 401(k)
- Total Participants: 330
- Total Assets: $56.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 330 | $56.2M | $1.2M | $3.2M |
| 2023 | 345 | $51.1M | $1.2M | $3.2M |
| 2022 | 338 | $43.0M | $1.0M | $2.8M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $92,755 | — | $92,755 |
| USI ADVISORS, INC. | INVESTMENT ADVISORY | — | $30,900 | $30,900 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $123,655
- Estimated Expense Ratio: 0.220% 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 | $92,755 | — | $92,755 | — | — |
| 2023 | $79,547 | — | $79,547 | — | — |
| 2022 | $82,258 | — | $82,258 | — | — |