Plan Snapshot
- Plan Sponsor: Voith Us INC.
- Sponsor EIN: 392042166
- Sponsor Address: PO BOX 15639, YORK, PA, 17405
- Plan Type: 401(k)
- Total Participants: 248
- Total Assets: $36.2M
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 | 248 | $36.2M | $740,865 | $1.4M |
| 2023 | 260 | $34.7M | $771,581 | $1.3M |
| 2022 | 271 | $33.4M | $643,911 | $1.3M |
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 |
|---|---|---|---|---|
| MCKONLY & ASBURY, LLP | Auditor | $14,872 | — | $14,872 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MCKONLY & ASBURY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,872
- Estimated Expense Ratio: 0.041% 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 | $50,746 | $6,611 | — | $14,872 | — |
| 2023 | $47,938 | $6,975 | — | $14,586 | — |
| 2022 | $64,078 | $6,818 | — | — | $12,792 |