# Straumann Manufacturing, INC. 401(k) Plan
Source: https://planprovider.pro/companies/straumann-manufacturing-inc-401k-plan

> Straumann Manufacturing, INC.'s 401(k) plan: 1,418 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Straumann Manufacturing, INC.

- **Sponsor EIN:** 202613644

- **Sponsor Address:** 60 MINUTEMAN ROAD, ANDOVER, MA, 01810

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

- **Total Participants:** 1,418

- **Total Assets:** $164.5M

## 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|1,418|$164.5M|$5.5M|$13.0M|

| 2023|1,379|$138.6M|$5.1M|$11.7M|

| 2022|1,342|$108.0M|$4.8M|$10.6M|

## 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|$134,106|—|$134,106|

| STRATEGIC ADVISORS, INC.|ADVISOR|$72,851|—|$72,851|

| UBS FINANCIAL SERVICES INC|CONSULTANT|$45,000|—|$45,000|

| BOIVIN & ASSOCIATES, CPAS, PLLC|Auditor|$4,500|—|$4,500|

### 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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [UBS FINANCIAL SERVICES INC](https://planprovider.pro/provider/aspire-financial-services) — CONSULTANT

- [BOIVIN & ASSOCIATES, CPAS, PLLC](https://planprovider.pro/provider/boivin-and-associates-cpas-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $256,457

- **Estimated Expense Ratio:** 0.156% 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|$256,457|$72,851|$600|$4,500|—|

| 2023|$202,320|$53,448|—|—|—|

| 2022|$202,392|$47,569|—|—|—|

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