# W.D. Matthews Machinery Co. 401(k) Plan
Source: https://planprovider.pro/companies/w-d-matthews-machinery-co-010232180-001

> W.D. Matthews Machinery Co.'s 401(k) plan: 132 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** W.D. Matthews Machinery Co.

- **Sponsor EIN:** 010232180

- **Sponsor Address:** 901 CENTER STREET, AUBURN, ME, 04210

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

- **Plan Number:** 001

- **Total Participants:** 132

- **Total Assets:** $14.7M

## 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|132|$14.7M|$124,755|$795,195|

| 2023|138|$13.5M|$295,210|$836,113|

| 2022|136|$12.1M|$268,182|$739,428|

## 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|

| MORNINGSTAR INVESTMENT MANAGEMENT|Investment Advisor|$7,388|—|$7,388|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $7,388

- **Estimated Expense Ratio:** 0.050% 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|$10,438|$7,388|—|—|—|

| 2023|$11,804|$6,475|$5,329|—|—|

| 2022|$35,265|—|$35,265|—|—|

## Similar Plans

- [Somic America, INC.](https://planprovider.pro/companies/somic-america-inc-270424674-501) — 540 participants

- [Kardex Remstar, LLC](https://planprovider.pro/companies/kardex-remstar-llc-401k-plan) — 277 participants

- [Chadwick-Baross, INC.](https://planprovider.pro/companies/chadwick-baross-inc-401k-plan) — 253 participants

- [Kardex Remstar, LLC](https://planprovider.pro/companies/kardex-remstar-llc-273846558-501) — 200 participants

- [W.D. Matthews Machinery Co.](https://planprovider.pro/companies/w-d-matthews-machinery-co-010232180-501) — 148 participants

- [Butler Bros.](https://planprovider.pro/companies/butler-bros-supply-division-inc-401k-plan) — 141 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/w-d-matthews-machinery-co-010232180-001)

© 2026 PlanProvider.Pro