# Pratt Industries U.S.A., INC. 401(k) Plan
Source: https://planprovider.pro/companies/pratt-industries-u-s-a-inc-401k-plan

> Pratt Industries U.S.A., INC.&#39;s 401(k) plan: 9,240 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pratt Industries U.S.A., INC.

- **Sponsor EIN:** 980070672

- **Sponsor Address:** 4004 SUMMIT BOULEVARD NE, ATLANTA, GA, 30319

- **Plan Type:** 401(k)

- **Total Participants:** 9,240

- **Total Assets:** $551.8M

## 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|9,240|$551.8M|$20.9M|$43.8M|

| 2023|8,992|$476.1M|$17.2M|$38.5M|

| 2022|8,381|$400.8M|$14.4M|$35.1M|

## 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|

| MERRILL LYNCH, PIERCE, FENNER AND S|RECORDKEEPER|$545,352|—|$545,352|

| WINDHAM BRANNON, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WINDHAM BRANNON, LLC](https://planprovider.pro/provider/windham-brannon-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $545,352

- **Estimated Expense Ratio:** 0.099% 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|$1,170,929|—|—|—|—|

| 2023|$540,751|—|—|—|—|

| 2022|$562,346|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pratt-industries-u-s-a-inc-401k-plan)

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