# Pepperl Fuchs, INC. 401(k) Plan
Source: https://planprovider.pro/companies/pepperl-fuchs-inc-401k-plan

> Pepperl Fuchs, INC.&#39;s 401(k) plan: 330 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pepperl-fuchs-inc-401k-plan)

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