Plan Snapshot
- Plan Sponsor: Nord Gear Corporation
- Sponsor EIN: 391337261
- Sponsor Address: 800 NORD DRIVE, WAUNAKEE, WI, 53597
- Plan Type: 401(k)
- Total Participants: 505
- Total Assets: $42.2M
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 | 505 | $42.2M | $985,960 | $2.6M |
| 2023 | 495 | $37.2M | $949,585 | $2.4M |
| 2022 | 493 | $30.2M | $875,751 | $2.2M |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI 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 | $138,546 | — | $20,209 | — | — |
| 2023 | $163,113 | $48,372 | $13,054 | — | — |
| 2022 | $113,327 | — | $113,327 | — | — |