Plan Snapshot
- Plan Sponsor: Staubli Corporation
- Sponsor EIN: 570693377
- Sponsor Address: 201 PARKWAY WEST, DUNCAN, SC, 29334
- Plan Type: 401(k)
- Total Participants: 200
- Total Assets: $28.4M
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 | 200 | $28.4M | $973,502 | $837,098 |
| 2023 | 149 | $25.5M | $1.1M | $873,290 |
| 2022 | 157 | $22.5M | $1.1M | $775,438 |
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 |
|---|---|---|---|---|
| FORVIS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS, LLP — Auditor
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 | $975 | — | — | — | — |
| 2023 | $725 | — | — | — | — |
| 2022 | $300 | — | — | — | — |