# Materne North America Corp. 401(k) Plan
Source: https://planprovider.pro/companies/materne-north-america-corp-plan-001

> Materne North America Corp.'s 401(k) plan: 973 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Materne North America Corp.

- **Sponsor EIN:** 273542029

- **Sponsor Address:** 20 W 22ND ST FL 12, NEW YORK, NY, 100105843

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

- **Total Participants:** 973

- **Total Assets:** $50.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|973|$50.9M|$2.6M|$5.5M|

| 2023|830|$39.3M|$2.3M|$4.7M|

| 2022|703|$28.6M|$1.9M|$4.0M|

## 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|$166,202|—|$166,202|

| UBS FINANCIAL SERVICES INC|INVESTMENT ADVISORY|—|$65,942|$65,942|

| LEGACY RETIREMENT SOLUTIONS, LLC|OTHER SERVICES|—|$21,653|$21,653|

| CLARK, SHAEFER, HACKETT & CO.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [UBS FINANCIAL SERVICES INC](https://planprovider.pro/provider/aspire-financial-services) — INVESTMENT ADVISORY

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $253,797

- **Estimated Expense Ratio:** 0.499% 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|$166,205|—|$166,205|—|—|

| 2023|$176,838|—|$176,838|—|—|

| 2022|$146,471|—|$146,471|—|—|

## Similar Plans

- [Freshly, INC.](https://planprovider.pro/companies/freshly-inc-401k-plan) — 842 participants

- [Nortera Foods Usa INC.](https://planprovider.pro/companies/bonduelle-usa-inc-401k-plan) — 477 participants

- [Pepsico, INC.](https://planprovider.pro/companies/pepsico-inc-plan-207) — 468 participants

- [Seneca Foods Corporation](https://planprovider.pro/companies/seneca-foods-corporation-plan-001) — 1,570 participants

- [Beech-Nut Nutrition Company](https://planprovider.pro/companies/beech-nut-nutrition-company-plan-001) — 15 participants

- [Seneca Foods Corporation](https://planprovider.pro/companies/seneca-foods-corporation-401k-plan) — 2,850 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/materne-north-america-corp-plan-001)

© 2026 PlanProvider.Pro