Plan Snapshot
- Plan Sponsor: Putzmeister America, INC.
- Sponsor EIN: 953755128
- Sponsor Address: 1733 90TH STREET, STURTEVANT, WI, 531771805
- Plan Type: 401(k)
- Total Participants: 291
- Total Assets: $33.2M
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 | 291 | $33.2M | $663,237 | $2.1M |
| 2023 | 305 | $30.6M | $624,445 | $1.9M |
| 2022 | 256 | $26.0M | $545,197 | $1.7M |
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 |
|---|---|---|---|---|
| CLIFTON LARSEN ALLAN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON LARSEN ALLAN 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 | $107,213 | — | $107,213 | — | — |
| 2023 | $88,662 | — | $88,662 | — | — |
| 2022 | $87,439 | — | $87,439 | — | — |