Plan Snapshot
- Plan Sponsor: Manitou America Holding, INC.
- Sponsor EIN: 822195151
- Sponsor Address: ONE GEHL WAY, WEST BEND, WI, 53095
- Plan Type: DB
- Plan Number: 002
- Total Participants: 0
- Total Assets: $1.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 0 | $1.1M | $0 | $0 |
| 2022 | 25 | $39.6M | $0 | $0 |
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 |
|---|---|---|---|---|
| TOWERS WATSON PENNSYLVANIA, INC. | Other Service Provider | $304,315 | — | $304,315 |
| BMO HARRIS BANK N.A. | Other Service Provider | $39,542 | — | $39,542 |
| FOLEY & LARDNER LLP | ERISA Attorney | $21,437 | — | $21,437 |
| FRANCIS INVESTMENT COUNSEL LLC | Investment Advisor | $11,757 | — | $11,757 |
| AGILIS PARTNERS | Other Service Provider | $11,500 | — | $11,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FOLEY & LARDNER LLP — ERISA Attorney
- FRANCIS INVESTMENT COUNSEL LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $388,551
- Estimated Expense Ratio: 36.885% 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 |
|---|---|---|---|---|---|
| 2023 | $624,640 | $11,757 | — | — | — |
| 2022 | $562,135 | $25,082 | — | — | $459,525 |