# Spirax Sarco, INC. DB Plan
Source: https://planprovider.pro/companies/spirax-sarco-inc-plan-028

> Spirax Sarco, INC.'s DB plan: 147 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, 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.](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:** $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|

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