# Cnhi, LLC 401(k) Plan
Source: https://planprovider.pro/companies/cnhi-llc-401k-plan

> Cnhi, LLC&#39;s 401(k) plan: 565 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cnhi, LLC

- **Sponsor EIN:** 822664009

- **Sponsor Address:** 201 MONROE STREET, MONTGOMERY, AL, 36104

- **Plan Type:** 401(k)

- **Total Participants:** 565

- **Total Assets:** $64.2M

## 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|565|$64.2M|$122,812|$1.6M|

| 2023|636|$65.7M|$106,522|$1.8M|

| 2022|1,802|$61.5M|$143,635|$1.9M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMIN|$61,209|—|$61,209|

| NOVA 401K ASOCIATES|CONTRACT ADMINISTRATOR|$30,737|$25,015|$55,752|

| RSM US LLP|ACCOUNTANT|$35,696|—|$35,696|

| CAPSOUTH PARTNERS, INC.|INVESTMENT ADVISORY|$33,296|—|$33,296|

| ADMINISTRATIVE FIDUCIARY|CONTRACT ADMINISTRATOR|$18,170|—|$18,170|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RSM US LLP](https://planprovider.pro/provider/rsm-us-llp) — ACCOUNTANT

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $204,123

- **Estimated Expense Ratio:** 0.318% 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|$154,289|—|$154,289|—|—|

| 2023|$185,330|$34,679|$85,779|$64,872|—|

| 2022|$142,064|—|$142,064|—|—|

## Similar Plans

- [Colormasters, LLC](https://planprovider.pro/companies/colormasters-llc-401k-plan) — 502 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/cnhi-llc-401k-plan)

&copy; 2026 PlanProvider.Pro
