Plan Snapshot
- Plan Sponsor: Prospira America Corporation
- Sponsor EIN: 881852293
- Sponsor Address: 2030 PRODUCTION DRIVE, FINDLAY, OH, 45840
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 613
- Total Assets: $39.5M
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. |
|---|---|---|---|---|
| 2025 | 613 | $39.5M | $0 | $0 |
| 2024 | 552 | $36.7M | $1.2M | $2.5M |
| 2023 | 618 | $34.9M | $1.4M | $2.4M |
| 2022 | 850 | $30.7M | $586,099 | $976,329 |
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 | Recordkeeper | $171,781 | — | $171,781 |
| VENTURE VISIONARY PARTNERS LLC | Investment Advisor | — | $71,903 | $71,903 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $243,684
- Estimated Expense Ratio: 0.617% 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 |
|---|---|---|---|---|---|
| 2025 | $6,063,890 | — | $171,781 | — | — |
| 2024 | $187,699 | — | $187,699 | — | — |
| 2023 | $192,010 | — | $192,010 | — | — |
| 2022 | $65,776 | — | $65,776 | — | — |