Plan Snapshot
- Plan Sponsor: Sauer Holdings, INC.
- Sponsor EIN: 251847425
- Sponsor Address: 407 LOCUST STREET, MCKEES ROCKS, PA, 15136
- Plan Type: 401(k)
- Total Participants: 414
- Total Assets: $54.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 414 | $54.4M | $1.5M | $3.5M |
| 2023 | 383 | $50.0M | $1.4M | $3.0M |
| 2022 | 354 | $45.6M | $1.2M | $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 |
|---|---|---|---|---|
| SCHNEIDER DOWNS & CO., INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHNEIDER DOWNS & CO., INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $73,501 | $9,834 | — | — | — |
| 2023 | $71,818 | $10,638 | — | — | — |
| 2022 | -$34,609 | $10,513 | — | — | — |