Plan Snapshot
- Plan Sponsor: Kuka Systems North America LLC
- Sponsor EIN: 381918885
- Sponsor Address: 6600 CENTER DRIVE, STERLING HEIGHTS, MI, 48312
- Plan Type: 401(k)
- Total Participants: 1,297
- Total Assets: $221.7M
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 | 1,297 | $221.7M | $3.0M | $12.1M |
| 2023 | 1,375 | $201.9M | $3.2M | $12.3M |
| 2022 | 1,387 | $170.0M | $3.3M | $12.3M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $277,308 | — | $277,308 |
| RBC WEALTH MANAGEMENT | CONSULTANT | — | $56,633 | $56,633 |
| DOEREN MAYHEW ASSURANCE | OTHER SERVICES | — | $17,500 | $17,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RBC WEALTH MANAGEMENT — CONSULTANT
- DOEREN MAYHEW ASSURANCE — OTHER SERVICES
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $351,441
- Estimated Expense Ratio: 0.159% 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 | $277,308 | — | $277,308 | — | — |
| 2023 | $261,668 | — | $261,668 | — | — |
| 2022 | $329,805 | — | $329,805 | — | — |