Plan Snapshot
- Plan Sponsor: Webasto Roof Systems INC.
- Sponsor EIN: 382035775
- Sponsor Address: 2500 EXECUTIVE HILLS DRIVE, AUBURN HILLS, MI, 48326
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 3,180
- Total Assets: $184.4M
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. |
|---|---|---|---|---|
| 2025 | 3,180 | $184.4M | $0 | $0 |
| 2024 | 2,572 | $166.8M | $4.2M | $14.2M |
| 2023 | 2,437 | $157.9M | $4.4M | $15.2M |
| 2022 | 2,297 | $129.6M | $4.5M | $12.9M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $212,738 | — | $212,738 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | Investment Advisor | $66,000 | — | $66,000 |
| STRATEGIC ADVISERS LLC | Investment Advisor | $33,204 | — | $33,204 |
| DOEREN MAYHEW ASSURANCE | Auditor | $15,040 | — | $15,040 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $326,982
- Estimated Expense Ratio: 0.177% 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 |
|---|---|---|---|---|---|
| 2025 | $27,218,181 | $99,204 | $600 | $17,540 | — |
| 2024 | $315,778 | $100,526 | $300 | — | — |
| 2023 | $288,633 | $95,908 | $1,200 | — | — |
| 2022 | $281,022 | $25,278 | — | — | — |