Plan Snapshot
- Plan Sponsor: Case New Holland Industrial INC.
- Sponsor EIN: 391982756
- Sponsor Address: 5729 WASHINGTON AVENUE, RACINE, WI, 53406
- Plan Type: Health & Welfare
- Plan Number: 504
- Total Participants: 0
- Total Assets: $7.5M
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 | 0 | $7.5M | $2.9M | $0 |
| 2023 | 0 | $8.6M | $2.5M | $0 |
| 2022 | 0 | $8.4M | $2.3M | $0 |
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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | Recordkeeper | $42,510 | — | $42,510 |
| CROWE | Other Service Provider | $21,920 | — | $21,920 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $64,430
- Estimated Expense Ratio: 0.861% 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 | $82,910 | — | — | $21,920 | — |
| 2023 | $85,667 | — | $11,605 | $31,003 | — |
| 2022 | $35,217 | — | — | — | $35,217 |