Plan Snapshot
- Plan Sponsor: Pierce Manufacturing, INC.
- Sponsor EIN: 390139830
- Sponsor Address: 2600 AMERICAN DRIVE, APPLETON, WI, 549152017
- Plan Type: DB
- Plan Number: 001
- Total Participants: 1,839
- Total Assets: $166.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 1,839 | $166.4M | $0 | $0 |
| 2024 | 813 | $157.2M | $0 | $0 |
| 2023 | 898 | $146.8M | $0 | $0 |
| 2022 | 991 | $133.3M | $0 | $0 |
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 |
|---|---|---|---|---|
| AON HEWITT ASSOCIATES | Other Service Provider | $288,286 | — | $288,286 |
| SYSTEMATIC FINANCIAL MANAGEMENT | Other Service Provider | $158,173 | — | $158,173 |
| EARNEST PARTNERS | Other Service Provider | $132,781 | — | $132,781 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | Other Service Provider | $85,865 | — | $85,865 |
| ROBERT W. BAIRD | Other Service Provider | $79,182 | — | $79,182 |
| PRINCIPAL BANK | Other Service Provider | $60,621 | — | $60,621 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $804,908
- Estimated Expense Ratio: 0.484% 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 |
|---|---|---|---|---|---|
| 2025 | $7,566,669 | $744,287 | $65 | — | — |
| 2024 | $924,531 | $672,493 | $2,359 | — | — |
| 2023 | $1,171,635 | $612,677 | $2,248 | — | — |
| 2022 | $1,682,243 | $571,365 | — | — | — |