Plan Snapshot
- Plan Sponsor: Kubota Manufacturing Of America Corporation
- Sponsor EIN: 581781948
- Sponsor Address: 2715 RAMSEY RD., GAINSVILLE, GA, 30501
- Plan Type: 401(k)
- Total Participants: 3,082
- Total Assets: $152.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 3,082 | $152.5M | $7.9M | $13.0M |
| 2023 | 3,430 | $131.7M | $8.4M | $12.8M |
| 2022 | 3,200 | $102.1M | $7.1M | $10.7M |
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 |
|---|---|---|---|---|
| WARREN AVERETT, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WARREN AVERETT, LLC — Auditor
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 | $342,229 | $69,962 | $272,267 | — | — |
| 2023 | $315,946 | $87,500 | $228,446 | — | — |
| 2022 | $237,687 | $52,500 | $185,187 | — | — |