# Komatsu America Corp. Health & Welfare Plan
Source: https://planprovider.pro/companies/komatsu-america-corp-941715128-506

> Komatsu America Corp.'s Health & Welfare plan: 1,222 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/empower) — 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|—|—|

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