Plan Snapshot
- Plan Sponsor: Kubota Tractor Corp.
- Sponsor EIN: 952801513
- Sponsor Address: 1000 KUBOTA DRIVE, GRAPEVINE, TX, 76051
- Plan Type: 401(k)
- Total Participants: 1,490
- Total Assets: $164.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1,490 | $164.4M | $8.0M | $9.9M |
| 2023 | 1,348 | $135.2M | $6.8M | $8.1M |
| 2022 | 1,238 | $111.6M | $5.7M | $6.9M |
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 |
|---|---|---|---|---|
| CAPITALRESEARCHCONSULTINGLLC | INVESTMENT ADVISOR | $202,699 | — | $202,699 |
| BDO USA, LLP | ACCOUNTANT/AUDITOR | $29,007 | — | $29,007 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $231,706
- Estimated Expense Ratio: 0.141% 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 | $11,000 | — | — | $29,007 | — |
| 2023 | -$23,740 | $210,195 | — | — | — |
| 2022 | -$29,264 | — | — | — | — |