Plan Snapshot
- Plan Sponsor: Komatsu Mining Corp.
- Sponsor EIN: 391566457
- Sponsor Address: PO BOX 554, MILWAUKEE, WI, 53214
- Plan Type: Health & Welfare
- Plan Number: 510
- Total Participants: 196
- Total Assets: $10.8M
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 | 196 | $10.8M | $864,332 | $335,199 |
| 2023 | 309 | $10.3M | $297,058 | $467,697 |
| 2022 | 323 | $4.2M | $529,657 | $397,327 |
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 |
|---|---|---|---|---|
| UMR, INC. | Other Service Provider | $74,708 | $809 | $75,517 |
| WILLIS TOWERS WATSON US LLC | Investment Advisor | $13,702 | — | $13,702 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $89,219
- Estimated Expense Ratio: 0.829% 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 | $96,479 | — | $96,479 | — | — |
| 2023 | $102,858 | — | $102,858 | — | — |
| 2022 | $126,857 | — | $126,857 | — | — |