Plan Snapshot
- Plan Sponsor: Mtu Aero Engine North America INC.
- Sponsor EIN: 061602767
- Sponsor Address: 400 CAPTIAL BLVD., STE. 300, ROCKY HILL, CT, 06067
- Plan Type: 401(k)
- Total Participants: 222
- Total Assets: $32.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 222 | $32.7M | $1.1M | $1.9M |
| 2023 | 195 | $27.2M | $907,340 | $1.6M |
| 2022 | 165 | $21.4M | $800,297 | $1.4M |
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 |
|---|---|---|---|---|
| COHNREZNICK LLP | Auditor | — | — | $0 |
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 | $57,859 | $56,634 | — | — | — |
| 2023 | $46,351 | $45,676 | — | — | — |
| 2022 | $45,906 | — | — | — | — |