Retirement plan

LITTELFUSE, INC. 401(K) RETIREMENT AND SAVINGS PLAN

Name: LITTELFUSE, INC. - LITTELFUSE, INC. 401(K) RETIREMENT AND SAVINGS PLAN (2020) Form 5500
Creator: LITTELFUSE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LITTELFUSE, INC. 401(K) RETIREMENT AND SAVINGS PLAN, LITTELFUSE, INC.

LITTELFUSE, INC.EIN 36-3795742Plan #002PY 2020

8755 W. HIGGINS RD, O'HARE PLAZA, SUITE 500 - CHICAGO, IL 60631773-628-1000littelfuse.comLinkedIn10001+ employeeselectrical/electronic manufacturing

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$187.6M

-9.0% from 2016

Total participants

1,198

+4.2% from 2016

Average account balance

$159,654

-13.2% from 2016

Annual return

18.28%

-2.76 pp from 2016

Benchmarks

See 2,346 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,346 peers

Snapshot2020

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$266.07M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$195K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

1,366

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

97.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$16.96M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.91%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$89

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 4 by compensation

Provider	Service type	Compensation
GRANT THORNTON LLP6+ years Service code 10 33562 TREASURY CENTER · CHICAGO, IL 60694	Accounting	$38,085
ELLWOOD ASSOCIATES1 year Filed as: ELLWOOD ASSOC. Service code 16 33 WEST MONROE · CHICAGO, IL 60603	Consulting	$30,000
T ROWE PRICE RPS INC4 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202	Recordkeeping	$23,918
NELSON MULLINS RILEY & SCARBOROUGH6+ years Filed as: NELSON MULLINS RILEY Service code 29 POST OFFICE DRAWER 11009 · COLUMBIA, SC 29211	Legal	$14,137

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$109K

$161 / participant

Other / not subdivided$109K100.0%

% of EOY assets

0.058%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: GRANT THORNTON LLP
Auditor EIN: 366055558
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$159,654

$79,519+100.8%

$95,968+66.4%

$73,415+117.5%

Participation rate

96.6%

81.2%+15.4pp

77.1%+19.5pp

72.2%+24.4pp

Annual return

18.28%

19.20%-0.9pp

91.65%-73.4pp

59.30%-41.0pp

Employer contribution / active EE

$6,433

$2,048+214.2%

$2,542+153.1%

$2,234+188.0%

Participant deferral / active EE

$11,067

$4,138+167.4%

$4,167+165.6%

$3,806+190.8%

Admin fee / account holder

$93

$184-49.8%

$6,798-98.6%

$158-41.4%

Provider

Service type

Compensation

GRANT THORNTON LLP6+ years

Service code 10

33562 TREASURY CENTER · CHICAGO, IL 60694

Accounting

$38,085

ELLWOOD ASSOCIATES1 year

Filed as: ELLWOOD ASSOC.

Service code 16

33 WEST MONROE · CHICAGO, IL 60603

Consulting

$30,000

T ROWE PRICE RPS INC4 years

Service code 15

100 EAST PRATT STREET · BALTIMORE, MD 21202

Recordkeeping

$23,918

NELSON MULLINS RILEY & SCARBOROUGH6+ years

Filed as: NELSON MULLINS RILEY

Service code 29

POST OFFICE DRAWER 11009 · COLUMBIA, SC 29211

Legal

$14,137

LITTELFUSE, INC. 401(K) RETIREMENT AND SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LITTELFUSE, INC. 401(K) RETIREMENT AND SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion