# Komatsu America Corp. DC Plan
Source: https://planprovider.pro/companies/komatsu-america-corp-plan-003

> Komatsu America Corp.'s DC plan: 489 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 AVE., SUITE 100, CHICAGO, IL, 606313782

- **Plan Type:** DC

- **Total Participants:** 489

- **Total Assets:** $15.5M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|489|$15.5M|$0|$990,926|

| 2023|410|$14.6M|$0|$777,421|

| 2022|452|$12.8M|$0|$774,492|

## 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|$9,259|—|$9,259|

| STRATEGIC ADVISORS, INC.|ADVISOR|$5,246|—|$5,246|

| 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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:** $14,505

- **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|$14,305|$8,760|$300|—|—|

| 2023|$15,839|$4,528|—|—|—|

| 2022|$15,133|$4,098|—|—|—|

## Similar Plans

- [Mclaughlin Body Company](https://planprovider.pro/companies/mclaughlin-body-company-plan-004) — 346 participants

- [Lanco International, INC.](https://planprovider.pro/companies/lanco-international-inc-401k-plan-002) — 713 participants

- [Komatsu America Corp.](https://planprovider.pro/companies/komatsu-america-corp-plan-006) — 933 participants

- [Etnyre International, Ltd.](https://planprovider.pro/companies/etnyre-international-ltd-401k-plan) — 1,104 participants

- [Komatsu America Corp](https://planprovider.pro/companies/komatsu-america-corp-401k-plan) — 3,601 participants

- [Heico Holding, INC.](https://planprovider.pro/companies/heico-holding-inc-401k-plan) — 5,714 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/komatsu-america-corp-plan-003)

© 2026 PlanProvider.Pro