Plan Snapshot
- Plan Sponsor: Metso Usa INC.
- Sponsor EIN: 880298664
- Sponsor Address: 275 N CORPORATE DRIVE, BROOKFIELD, WI, 53045
- Plan Type: 401(k)
- Total Participants: 876
- Total Assets: $280.0M
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 | 876 | $280.0M | $4.8M | $9.7M |
| 2023 | 882 | $263.0M | $4.5M | $9.2M |
| 2022 | 842 | $226.0M | $4.0M | $7.9M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $223,605 | $93,967 | $129,638 | — | — |
| 2023 | $233,078 | $75,732 | $157,346 | — | — |
| 2022 | $183,019 | $56,584 | $126,435 | — | — |