Plan Snapshot
- Plan Sponsor: Vitesco Technologies Usa, LLC
- Sponsor EIN: 831870421
- Sponsor Address: 2400 EXECUTIVE HILLS BLVD, AUBURN HILLS, MI, 48326
- Plan Type: DB
- Total Participants: 127
- Total Assets: $33.3M
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. |
|---|---|---|---|---|
| 2023 | 127 | $33.3M | $0 | $0 |
| 2022 | 246 | $33.7M | $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 |
|---|---|---|---|---|
| MERCER | Other Service Provider | $312,598 | — | $312,598 |
| STATE STREET BANK & TRUST COMPANY | Other Service Provider | $130,740 | — | $130,740 |
| CLEARVIEW GROUP | Other Service Provider | $76,384 | — | $76,384 |
| GREERWALKER LLP | Other Service Provider | $64,614 | — | $64,614 |
| KEYBANK NATIONAL ASSOCIATION | Other Service Provider | $10,734 | $110 | $10,844 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $595,180
- Estimated Expense Ratio: 1.788% 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 |
|---|---|---|---|---|---|
| 2023 | $368,648 | $38,192 | $70,737 | $32,307 | — |
| 2022 | $333,807 | $30,900 | — | — | $283,195 |