# Liebherr Mining & Construction 401(k) Plan
Source: https://planprovider.pro/companies/liebherr-mining-construction-401k-plan

> Liebherr Mining & Construction's 401(k) plan: 1,731 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Liebherr Mining & Construction

- **Sponsor EIN:** 540885749

- **Sponsor Address:** 4800 CHESTNUT AVENUE, NEWPORT NEWS, VA, 23607

- **Plan Type:** 401(k)

- **Total Participants:** 1,731

- **Total Assets:** $264.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,731|$264.3M|$9.2M|$13.7M|

| 2023|1,556|$223.2M|$8.1M|$12.1M|

| 2022|1,354|$181.5M|$6.9M|$10.5M|

## 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|

| CAPFINANCIAL PARTNERS LLC|SERVICE PROVIDER|—|$74,780|$74,780|

| VOYA RETIREMENT ADVISORS, LLC|SERVICE PROVIDER|$58,114|—|$58,114|

| LIEBHERR-AMERICA, INC|SERVICE PROVIDER|$17,325|—|$17,325|

| VOYA RETIREMENT INSURANCE & ANNUITY|SERVICE PROVIDER|$9,436|$280|$9,716|

| MORNINGSTAR INVESTMENT MANAGEMENT|SERVICE PROVIDER|$9,286|—|$9,286|

| CROWE LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $169,221

- **Estimated Expense Ratio:** 0.064% 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|$388,794|$95,005|$291,039|—|—|

| 2023|$303,099|$65,000|$236,149|—|—|

| 2022|$261,495|—|—|—|—|

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