Plan Snapshot
- Plan Sponsor: Case New Holland Industrial INC.
- Sponsor EIN: 391982756
- Sponsor Address: 5729 WASHINGTON AVENUE, RACINE, WI, 53406
- Plan Type: 401(k)
- Total Participants: 9,601
- Total Assets: $2.3B
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 9,601 | $2.3B | $75.3M | $77.2M |
| 2023 | 10,601 | $2.1B | $78.2M | $80.4M |
| 2022 | 9,906 | $1.8B | $62.0M | $64.1M |
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 |
|---|---|---|---|---|
| CROWE LLP | Auditor | $94,451 | — | $94,451 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $94,451
- Estimated Expense Ratio: 0.004% 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 | $925,122 | $125,000 | — | $94,451 | — |
| 2023 | $963,716 | $47,477 | — | $68,601 | — |
| 2022 | $881,456 | — | — | — | $881,456 |