# National Machinery LLC 401(k) Plan
Source: https://planprovider.pro/companies/national-machinery-llc-401k-plan

> National Machinery LLC's 401(k) plan: 409 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** National Machinery LLC

- **Sponsor EIN:** 030400206

- **Sponsor Address:** 161 GREENFIELD STREET, TIFFIN, OH, 44883

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

- **Total Participants:** 409

- **Total Assets:** $64.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|409|$64.3M|$1.5M|$3.1M|

| 2023|386|$61.4M|$1.1M|$2.9M|

| 2022|378|$54.3M|$1.1M|$3.0M|

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$10,278|—|$10,278|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$7,363|—|$7,363|

| RSM US LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [RSM US LLP](https://planprovider.pro/provider/rsm-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $17,641

- **Estimated Expense Ratio:** 0.027% 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|$17,641|$10,278|—|—|—|

| 2023|$17,883|$12,719|—|—|—|

| 2022|$18,902|$10,913|—|—|—|

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