Plan Snapshot
- Plan Sponsor: Siemens Manufacturing Co., INC.
- Sponsor EIN: 370860924
- Sponsor Address: 410 W WASHINGTON ST, FREEBURG, IL, 62243
- Plan Type: 401(k)
- Total Participants: 79
- Total Assets: $5.8M
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 | 79 | $5.8M | $58,098 | $258,181 |
| 2023 | 82 | $5.4M | $54,579 | $247,165 |
| 2022 | 86 | $4.7M | $58,420 | $245,463 |
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 |
|---|---|---|---|---|
| KREHBIEL & ASSOCIATES. LLC | Auditor | — | — | $0 |
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 | $24,656 | $11,631 | $13,025 | — | — |
| 2023 | $22,762 | $9,901 | $12,861 | — | — |
| 2022 | $24,453 | $11,342 | $13,111 | — | — |