Plan Ledger DOL Form 5500 · updated monthly

Pepperl Fuchs, Inc.401(k)

PEPPERL + FUCHS, INC. PROFIT SHARING RETIREMENT SAVINGS PLAN · TWINSBURG, OH · plan year 2024

Reported admin expense ratio · 2024
0.17%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Pepperl Fuchs, Inc. reported $92,755 in plan administrative expenses for 2024: 0.17% of average plan assets, above the peer median. Employer contributions averaged $3,485 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.17%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 600th-largest of 3,295 plans among Ohio employers on file, and the 721st of 4,246 in wholesale trade. In 2024, employees put in $2.78 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$56,202,815
Participants with balances410
Active participants330
Employer contributions$1,150,116
Employee contributions$3,199,573
Employer contribution per active participant$3,485
Average account balance$137,080
Benefits paid to participants$4,907,963
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$56.2M · 410 accts · $1.2M emplr
2023$51.1M · 424 accts · $1.2M emplr
2022$43.0M · 432 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$92,755
Total administrative$92,755
The Pepperl Fuchs, Inc. 401(k) match · 2024
Employer contribution per active participant$3,485
Median for plans this size$3,635
2024$3,485 per active participant
2023$3,367 per active participant
2022$3,077 per active participant

Pepperl Fuchs, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$92,755
USI ADVISORS, INC. · Investment advisory (plan)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$92,755 · 0.17%
2023$79,547 · 0.17%
2022$82,258 · 0.18%
Same employer
Similar plansWholesale Trade · Ohio
Takkt Foodservices, LLC OH$62.5M · 0.18%
Wmk Inc OH$62.0M · 0.34%
Onpoint Group, LLC OH$60.4M · 0.42%
Soprema, Inc. OH$54.2M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341384534 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.