# Vermeer Midwest, INC. DC Plan
Source: https://planprovider.pro/companies/vermeer-midwest-inc-plan-001

> Vermeer Midwest, INC.'s DC plan: 311 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Vermeer Midwest, INC.

- **Sponsor EIN:** 364335540

- **Sponsor Address:** 120 EAST MARTIN DRIVE, GOODFIELD, IL, 61742

- **Plan Type:** DC

- **Total Participants:** 311

- **Total Assets:** $77.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|311|$77.3M|$1.7M|$2.7M|

| 2023|293|$66.0M|$1.5M|$2.6M|

| 2022|281|$56.2M|$1.1M|$2.4M|

## 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|

| CAPFINANCIAL PARTNERS LLC DBA CAPTR|INVESTMENT ADVISOR|$103,457|—|$103,457|

| CAPITAL GROUP RETIREMENT PLAN SVCS.|RECORDKEEPER|$27,979|—|$27,979|

| CLIFTON LARSON ALLEN|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CLIFTON LARSON ALLEN](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $131,436

- **Estimated Expense Ratio:** 0.170% 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|$131,692|$103,457|—|—|—|

| 2023|$111,190|$87,705|—|—|—|

| 2022|$116,404|—|$116,404|—|—|

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