Plan Snapshot
- Plan Sponsor: John Cockerill North America, INC.
- Sponsor EIN: 141892086
- Sponsor Address: 435 W WILSON STREET, SALEM, OH, 44460
- Plan Type: 401(k)
- Total Participants: 104
- Total Assets: $18.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 104 | $18.5M | $317,259 | $785,737 |
| 2023 | 92 | $16.4M | $264,542 | $612,238 |
| 2022 | 74 | $13.6M | $244,611 | $573,000 |
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 |
|---|---|---|---|---|
| HBK CPAS & CONSULTANTS | ACCOUNTANT/AUDITOR | $12,075 | — | $12,075 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HBK CPAS & CONSULTANTS — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,075
- Estimated Expense Ratio: 0.065% 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 | $17,734 | $4,786 | — | $12,075 | — |
| 2023 | $5,703 | $5,103 | — | — | — |
| 2022 | $4,272 | $3,266 | — | — | — |