Plan Snapshot
- Plan Sponsor: Pilkington North America, INC.
- Sponsor EIN: 341506654
- Sponsor Address: 811 MADISON AVENUE PO BOX 799, TOLEDO, OH, 43697
- Plan Type: 401(k)
- Total Participants: 1,039
- Total Assets: $81.8M
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 | 1,039 | $81.8M | $2.4M | $3.7M |
| 2023 | 937 | $78.1M | $2.2M | $3.4M |
| 2022 | 877 | $70.6M | $2.1M | $3.3M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $31,746 | — | $31,746 |
| MORGAN STANLEY | Investment Advisor | $26,600 | — | $26,600 |
| P&M HOLDING GROUP LLP DBA PLANTE & | Auditor | $17,100 | — | $17,100 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $75,446
- Estimated Expense Ratio: 0.092% 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 | $129,150 | — | $31,746 | $26,000 | — |
| 2023 | $64,064 | $26,600 | $23,369 | $12,019 | — |
| 2022 | $76,173 | $26,600 | $36,752 | — | $12,284 |