# Sperry Rail, INC. 401(k) Plan
Source: https://planprovider.pro/companies/sperry-rail-inc-401k-plan

> Sperry Rail, INC.'s 401(k) plan: 367 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sperry Rail, INC.

- **Sponsor EIN:** 060917470

- **Sponsor Address:** 5 RESEARCH DRIVE, SHELTON, CT, 06484

- **Plan Type:** 401(k)

- **Total Participants:** 367

- **Total Assets:** $37.7M

## 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|367|$37.7M|$590,603|$1.7M|

| 2023|362|$30.6M|$526,747|$1.5M|

| 2022|336|$24.7M|$572,135|$1.5M|

## 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|

| CLIFTONLARSONALLEN LLP|Auditor|$26,400|—|$26,400|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $26,400

- **Estimated Expense Ratio:** 0.070% 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|$108,913|$21,536|—|$26,400|—|

| 2023|$86,939|$20,909|—|—|—|

| 2022|$76,142|$20,300|—|—|$12,000|

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