Plan Snapshot
- Plan Sponsor: Poclain Hydraulics, INC.
- Sponsor EIN: 541083846
- Sponsor Address: 1300 GRANDVIEW PARKWAY, STURTEVANT, WI, 53177
- Plan Type: 401(k)
- Total Participants: 244
- Total Assets: $24.6M
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 | 244 | $24.6M | $756,623 | $1.3M |
| 2023 | 260 | $22.6M | $746,064 | $1.3M |
| 2022 | 247 | $19.8M | $671,634 | $1.1M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $44,572 | — | $44,572 |
| GLOBAL RETIREMENT PARTNERS LLC | Investment Advisor | $39,646 | — | $39,646 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $84,218
- Estimated Expense Ratio: 0.342% 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 | $84,218 | $39,646 | — | — | — |
| 2023 | $67,324 | $34,363 | — | — | — |
| 2022 | $79,291 | $38,747 | $40,544 | — | — |