Plan Snapshot
- Plan Sponsor: Pia Automation Us INC
- Sponsor EIN: 383347788
- Sponsor Address: 5825 OLD BOONVILLE HWY OLD BOONVILL, EVANSVILLE, IN, 47715
- Plan Type: DC
- Total Participants: 59
- Total Assets: $11.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 59 | $11.0M | $140,659 | $594,204 |
| 2023 | 92 | $9.4M | $193,070 | $722,935 |
| 2022 | 121 | $7.9M | $117,990 | $636,701 |
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 |
|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES INC DBA | INVESTMENT ADVISOR | $6,824 | — | $6,824 |
| KEMPER CPA GROUP LLP | AUDITOR | $6,500 | — | $6,500 |
| KEMPER CPA | Auditor | $6,500 | — | $6,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KEMPER CPA GROUP LLP — AUDITOR
- KEMPER CPA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,824
- Estimated Expense Ratio: 0.180% 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 | $16,323 | $6,824 | $345 | $6,500 | — |
| 2023 | $12,978 | $5,392 | $2,560 | — | — |
| 2022 | — | — | — | — | — |