# Voith Us INC. 401(k) Plan
Source: https://planprovider.pro/companies/voith-us-inc-401k-plan-002

> Voith Us INC.'s 401(k) plan: 1,686 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Voith Us INC.

- **Sponsor EIN:** 392042166

- **Sponsor Address:** PO BOX 15639, YORK, PA, 17405

- **Plan Type:** 401(k)

- **Total Participants:** 1,686

- **Total Assets:** $419.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|1,686|$419.0M|$10.5M|$14.2M|

| 2023|1,686|$378.0M|$11.8M|$13.5M|

| 2022|1,583|$328.8M|$11.0M|$12.6M|

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORDKEEPER|$329,358|—|$329,358|

| SAGEVIEW ADVISORY GROUP, LLC|ADVISOR|$73,600|—|$73,600|

| MCKONLY & ASBURY|AUDITOR|$22,360|—|$22,360|

| ENVESTNET ASSET MANAGEMENT INC|ADVISOR|$15,988|—|$15,988|

| MCADAM LLC|ADVISOR|$8,556|—|$8,556|

### Verified Provider Profiles

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

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [SAGEVIEW ADVISORY GROUP, LLC](https://planprovider.pro/provider/sageview-advisory-group) — ADVISOR

- [MCKONLY & ASBURY](https://planprovider.pro/provider/mckonly-and-asbury-llp) — AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $449,862

- **Estimated Expense Ratio:** 0.107% 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|$450,660|$98,942|—|$22,360|—|

| 2023|$407,342|$92,643|—|$21,710|—|

| 2022|$401,575|$90,243|—|—|$21,164|

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