# Siemens Energy, INC. DB Plan
Source: https://planprovider.pro/companies/siemens-energy-inc-plan-022

> Siemens Energy, INC.'s DB plan: 2,326 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| ALIGHT SOLUTIONS LLC|NONE|$512,328|$804|$513,132|

| NEPC|NONE|$223,766|—|$223,766|

| THE BANK OF NEW YORK MELLON|NONE|$212,039|—|$212,039|

| INCOME RESEARCH & MANAGEMENT|NONE|$196,806|—|$196,806|

| WELLINGTON MANAGEMENT|NONE|$172,576|—|$172,576|

| NISA INVESTMENT ADVISORS, LLC|NONE|$160,000|—|$160,000|

| BLACKROCK INSTITUTIONAL TRUST CO|NONE|$125,217|—|$125,217|

| WILLIS TOWERS WATSON|NONE|$99,800|—|$99,800|

| CHAMPLAIN INVESTMENT PARTNERS|NONE|$93,302|—|$93,302|

| JPMORGAN CHASE BANK, N.A.|NONE|$87,046|$413|$87,459|

| SCHRODER INVESTMENT MANAGEMENT|NONE|$78,490|—|$78,490|

| DOPKINS AND COMPANY, LLP|NONE|$54,000|—|$54,000|

| STATE STREET GLOBAL ADVISORS|NONE|$24,250|—|$24,250|

### Verified Provider Profiles

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

- [ALIGHT SOLUTIONS LLC](https://planprovider.pro/provider/alight-solutions) — NONE

- [NEPC](https://planprovider.pro/provider/milliman) — NONE

- [JPMORGAN CHASE BANK, N.A.](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [DOPKINS AND COMPANY, LLP](https://planprovider.pro/provider/dopkins-and-company-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,040,837

- **Estimated Expense Ratio:** 0.384% 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|$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|

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- [Lee County Electric Cooperative, INC.](https://planprovider.pro/companies/lee-county-electric-cooperative-inc-plan-003) — 393 participants

- [Siemens Energy, INC.](https://planprovider.pro/companies/siemens-energy-inc-401k-plan) — 11,052 participants

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/siemens-energy-inc-plan-022)

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