Plan Snapshot
- Plan Sponsor: Dmg Mori Usa, INC.
- Sponsor EIN: 751891263
- Sponsor Address: 2400 HUNTINGTON BLVD, HOFFMAN ESTATES, IL, 60192
- Plan Type: 401(k)
- Total Participants: 914
- Total Assets: $137.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 914 | $137.0M | $4.0M | $9.3M |
| 2023 | 861 | $121.5M | $3.8M | $8.8M |
| 2022 | 850 | $97.6M | $3.5M | $8.0M |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $140,409 | $56,583 | $600 | — | — |
| 2023 | $122,000 | $46,565 | $300 | — | — |
| 2022 | $77,178 | $43,627 | — | — | — |