Plan Snapshot
- Plan Sponsor: Case New Holland Industrial INC.
- Sponsor EIN: 391982756
- Sponsor Address: 5729 WASHINGTON AVENUE, RACINE, WI, 53406
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 9,393
- Total Assets: $59.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 9,393 | $59.6M | $128.2M | $27.6M |
| 2023 | 11,089 | $72.3M | $131.2M | $28.8M |
| 2022 | 8,674 | $78.6M | $98.8M | $26.1M |
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 |
|---|---|---|---|---|
| UNITED HEALTHCARE SERVICES, INC. | Other Service Provider | $2,097,088 | — | $2,097,088 |
| MFP HOLDCO, LLC | Other Service Provider | $646,152 | — | $646,152 |
| ALIGHT SOLUTIONS LLC | Recordkeeper | $642,741 | — | $642,741 |
| ART CORPORATE SOLUTIONS, INC. | Other Service Provider | $509,915 | — | $509,915 |
| LIVONGO HEALTH, INC | Other Service Provider | $483,820 | — | $483,820 |
| DELTA DENTAL OF WISCONSIN | Recordkeeper | $286,918 | — | $286,918 |
| TOWERS WATSON INVESTMENT SERVICES | Other Service Provider | $280,510 | — | $280,510 |
| QUIT GENIUS MEDICAL PA | Other Service Provider | $270,597 | — | $270,597 |
| REINHART, BOERNER, VANDEUREN S.C | Other Service Provider | $123,253 | — | $123,253 |
| OVULINE, INC. | Other Service Provider | $97,340 | — | $97,340 |
| VISION SERVICE PLAN | Other Service Provider | $73,259 | — | $73,259 |
| CROWE LLP | Other Service Provider | $73,156 | — | $73,156 |
| SOLERA HEALTH INC | Other Service Provider | $48,393 | — | $48,393 |
| STATE STREET BANK & TRUST COMPANY | Custodian / Trustee | $37,460 | — | $37,460 |
| WILLIS TOWERS WATSON US LLC | Recordkeeper | $29,703 | — | $29,703 |
| FIDELITY INVESTMENTS | Recordkeeper | $8,374 | — | $8,374 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALIGHT SOLUTIONS LLC — Recordkeeper
- WILLIS TOWERS WATSON US LLC — Recordkeeper
- FIDELITY INVESTMENTS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,708,679
- Estimated Expense Ratio: 9.574% 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 | $6,982,899 | $317,970 | — | $73,156 | — |
| 2023 | $14,120,036 | — | $12,494,138 | — | — |
| 2022 | $9,945,111 | $439,141 | $9,311,669 | — | $194,301 |