Plan Snapshot
- Plan Sponsor: Case New Holland Industrial INC.
- Sponsor EIN: 391982756
- Sponsor Address: 5729 WASHINGTON AVENUE, RACINE, WI, 53406
- Plan Type: DB
- Total Participants: 493
- Total Assets: $156.5M
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 | 493 | $156.5M | $0 | $0 |
| 2023 | 624 | $161.5M | $0 | $0 |
| 2022 | 716 | $158.4M | $0 | $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 | $493,882 | — | $493,882 |
| CNH AMERICA LLC | Other Service Provider | $309,969 | — | $309,969 |
| TOWERS WATSON INVESTMENT SERVICES | Other Service Provider | $257,324 | — | $257,324 |
| REINHART, BOERNER, VANDEUREN S.C | Other Service Provider | $83,535 | — | $83,535 |
| IRM | Other Service Provider | $61,209 | — | $61,209 |
| STATE STREET GLOBAL ADVISORS | Custodian / Trustee | $58,564 | — | $58,564 |
| CROWE LLP | Other Service Provider | $42,119 | — | $42,119 |
| BLACKROCK | Other Service Provider | $8,082 | — | $8,082 |
| PENSION RESEARCH SERVICES | Other Service Provider | $5,591 | — | $5,591 |
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: $1,320,275
- Estimated Expense Ratio: 0.844% 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 | $1,491,000 | $373,000 | $274,000 | — | — |
| 2023 | $1,884,000 | $235,000 | $216,000 | — | — |
| 2022 | $941,000 | $300,000 | $206,000 | — | $316,000 |