Plan Snapshot
- Plan Sponsor: Wirtgen America, INC.
- Sponsor EIN: 621250621
- Sponsor Address: 6030 DANA WAY, ANTIOCH, TN, 37013
- Plan Type: 401(k)
- Total Participants: 239
- Total Assets: $46.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 239 | $46.4M | $1.2M | $2.2M |
| 2023 | 233 | $46.0M | $1.2M | $2.1M |
| 2022 | 235 | $38.3M | $1.1M | $1.8M |
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 |
|---|---|---|---|---|
| PRUDENT STREET FIN ADV LLC | NONE | $78,718 | — | $78,718 |
| LBMC, PC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LBMC, PC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $78,718
- 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 | $81,733 | $78,718 | $3,015 | — | — |
| 2023 | $78,803 | $76,133 | $2,670 | — | — |
| 2022 | $78,380 | $74,975 | $3,405 | — | — |