Plan Snapshot
- Plan Sponsor: Epiroc North America Corp.
- Sponsor EIN: 364868039
- Sponsor Address: 2100 N 1ST STREET, GARLAND, TX, 75040
- Plan Type: 401(k)
- Total Participants: 1,401
- Total Assets: $199.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,401 | $199.9M | $8.5M | $11.5M |
| 2023 | 1,284 | $174.4M | $7.5M | $9.9M |
| 2022 | 1,176 | $147.2M | $5.9M | $8.4M |
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 | $140,280 | — | $140,280 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $47,762 | — | $47,762 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $188,042
- Estimated Expense Ratio: 0.094% 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 | $187,851 | $47,762 | $300 | — | — |
| 2023 | $138,483 | $37,349 | $1,500 | — | — |
| 2022 | $97,914 | $18,561 | — | — | — |