Plan Snapshot
- Plan Sponsor: Komatsu America Corp.
- Sponsor EIN: 941715128
- Sponsor Address: 8770 W. BRYN MAWR, SUITE 100, CHICAGO, IL, 60631
- Plan Type: Health & Welfare
- Plan Number: 506
- Total Participants: 1,222
- Total Assets: $75.3M
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 | 1,222 | $75.3M | $1.2M | $425,348 |
| 2023 | 1,446 | $72.5M | $1.2M | $422,434 |
| 2022 | 1,561 | $70.6M | $1.7M | $374,863 |
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 |
|---|---|---|---|---|
| PRUDENTIAL INS COMPANY OF AMERICA | Recordkeeper | $83,397 | — | $83,397 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRUDENTIAL INS COMPANY OF AMERICA — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $83,397
- Estimated Expense Ratio: 0.111% 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 | $854,840 | — | $750,049 | $41,092 | — |
| 2023 | $1,067,559 | $390,285 | $17,039 | — | — |
| 2022 | $1,383,004 | $433,585 | $14,960 | — | — |