Plan Snapshot
- Plan Sponsor: Enerpac Tool Group
- Sponsor EIN: 390168610
- Sponsor Address: 648 N. PLANKINTON AVENUE, MILWAUKEE, WI, 53203
- Plan Type: DB
- Total Participants: 0
- Total Assets: $27.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $27.6M | $565,222 | $0 |
| 2023 | 0 | $29.0M | $683,000 | $0 |
| 2022 | 0 | $29.5M | $0 | $0 |
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 LLP | Auditor | $20,800 | — | $20,800 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,800
- Estimated Expense Ratio: 0.075% 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 | $593,863 | — | — | $20,800 | — |
| 2023 | $617,229 | — | — | $10,000 | — |
| 2022 | $624,390 | — | — | — | $262,826 |