Plan Snapshot
- Plan Sponsor: Enerpac Tool Group Corp
- Sponsor EIN: 390168610
- Sponsor Address: N86 W12500 WESTBROOK CROSSING, MENOMONEE FALLS, WI, 53051
- Plan Type: 401(k)
- Total Participants: 547
- Total Assets: $149.2M
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 | 547 | $149.2M | $2.1M | $5.7M |
| 2023 | 546 | $140.0M | $2.2M | $6.0M |
| 2022 | 636 | $128.4M | $2.2M | $5.9M |
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 |
|---|---|---|---|---|
| WIPFLI | Auditor | $15,000 | — | $15,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,000
- Estimated Expense Ratio: 0.010% 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 | $54,517 | $69,750 | — | $15,000 | — |
| 2023 | $108,779 | $66,896 | — | $16,500 | — |
| 2022 | $116,203 | $116 | — | — | — |