# Spirax Sarco, INC. 401(k) Plan
Source: https://planprovider.pro/companies/spirax-sarco-inc-401k-plan

> Spirax Sarco, INC.'s 401(k) plan: 1,242 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Spirax Sarco, INC.

- **Sponsor EIN:** 232239452

- **Sponsor Address:** 1150 NORTHPOINT BLVD, BLYTHEWOOD, SC, 29016

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

- **Total Participants:** 1,242

- **Total Assets:** $150.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|1,242|$150.7M|$7.7M|$9.2M|

| 2023|1,072|$136.9M|$7.2M|$7.8M|

| 2022|568|$65.0M|$5.1M|$4.7M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$117,827|—|$117,827|

| CAPFINANCIAL PARTNERS LLC|INVESTMENT ADVISOR|$109,530|—|$109,530|

| CBIZ BENEFITS & INSURANCE SERVICES|ACTUARY|$60,000|—|$60,000|

| BDO USA, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $287,357

- **Estimated Expense Ratio:** 0.191% 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|$287,357|—|—|—|—|

| 2023|$223,161|$79,560|—|—|—|

| 2022|$213,654|—|—|—|—|

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