# Kubota Tractor Corp. 401(k) Plan
Source: https://planprovider.pro/companies/kubota-tractor-corp-401k-plan

> Kubota Tractor Corp.'s 401(k) plan: 1,490 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/bdo-usa-pc) — 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|—|—|—|—|

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