Plan Snapshot
- Plan Sponsor: Wkw North America Holding, INC.
- Sponsor EIN: 205268658
- Sponsor Address: 3310 W BIG BEAVER RD STE 101, TROY, MI, 48084
- Plan Type: 401(k)
- Total Participants: 583
- Total Assets: $21.5M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 583 | $21.5M | $1.0M | $1.6M |
| 2023 | 552 | $20.9M | $1.0M | $1.6M |
| 2022 | 714 | $18.6M | $1.2M | $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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $123,038 | — | $123,038 |
| MML INVESTORS SERVICES LLC | Investment Advisor | — | $30,608 | $30,608 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MML INVESTORS SERVICES LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $153,646
- Estimated Expense Ratio: 0.713% 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 | $123,039 | — | $123,039 | — | — |
| 2023 | $117,356 | — | $117,356 | — | — |
| 2022 | $105,395 | — | $105,395 | — | — |