Plan Snapshot
- Plan Sponsor: Siemens Energy, INC.
- Sponsor EIN: 133987280
- Sponsor Address: 4400 N. ALAFAYA TRAIL, ORLANDO, FL, 32826
- Plan Type: DB
- Total Participants: 2,326
- Total Assets: $531.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,326 | $531.7M | $770,483 | $88,147 |
| 2023 | 2,465 | $563.5M | $1.6M | $69,524 |
| 2022 | 2,621 | $559.0M | $1.7M | $77,510 |
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 |
|---|---|---|---|---|
| DOPKINS AND COMPANY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DOPKINS AND COMPANY LLP — 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 | $2,951,000 | $1,076,102 | $155,765 | — | — |
| 2023 | $4,697,028 | $1,375,826 | $1,102,730 | — | — |
| 2022 | $2,957,050 | $1,362,689 | — | — | $829,993 |