Plan Snapshot
- Plan Sponsor: Spirax Sarco, INC.
- Sponsor EIN: 232239452
- Sponsor Address: 1150 NORTHPOINT BLVD., BLYTHEWOOD, SC, 290168873
- Plan Type: DB
- Total Participants: 147
- Total Assets: $58.3M
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 | 147 | $58.3M | $1.2M | $0 |
| 2023 | 189 | $55.7M | $1.6M | $0 |
| 2022 | 208 | $59.1M | $1.1M | $0 |
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 |
|---|---|---|---|---|
| CBIZ | NONE | $176,699 | — | $176,699 |
| HIRTLE, CALLAGHAN, & CO. | NONE | $118,468 | — | $118,468 |
| WILMINGTON TRUST | NONE | $94,814 | — | $94,814 |
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $389,981
- Estimated Expense Ratio: 0.669% 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 | $814,174 | $118,468 | $77,750 | — | — |
| 2023 | $809,372 | $223,688 | — | — | — |
| 2022 | $874,641 | $190,337 | — | — | $138,248 |