# Dmg Mori Usa, INC. 401(k) Plan
Source: https://planprovider.pro/companies/dmg-mori-usa-inc-401k-plan

> Dmg Mori Usa, INC.'s 401(k) plan: 914 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$83,826|—|$83,826|

| STRATEGIC ADVISORS, INC.|ADVISOR|$56,583|—|$56,583|

| PLANTE & MORAN, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $140,409

- **Estimated Expense Ratio:** 0.103% 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|$140,409|$56,583|$600|—|—|

| 2023|$122,000|$46,565|$300|—|—|

| 2022|$77,178|$43,627|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/dmg-mori-usa-inc-401k-plan)

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