Plan Snapshot
- Plan Sponsor: Kobelco Stewart Bolling, INC.
- Sponsor EIN: 341620748
- Sponsor Address: 1600 TEREX RD., HUDSON, OH, 44236
- Plan Type: 401(k)
- Total Participants: 87
- Total Assets: $8.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 87 | $8.9M | $55,974 | $416,280 |
| 2023 | 89 | $8.1M | $51,154 | $392,269 |
| 2022 | 85 | $7.0M | $50,670 | $392,930 |
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 |
|---|---|---|---|---|
| MAYER HOFFMAN MCCANN PC | Auditor | — | — | $0 |
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 | $998,459 | — | $425 | — | — |
| 2023 | $554,246 | — | $941 | — | — |
| 2022 | $825 | — | — | — | — |