Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Enerpac Tool Group
Enerpac Tool Group 401(k)
- EPAC NYSE
- Manufacturing
- Menomonee Falls, WI
- EIN 39-0168610
- 1 plan with Schedule H financials
- Plan year 2024
- Enerpac Tool Group Corp.
- filed as Enerpac Tool Group Corp
Filed as negative.Schedule H line 2i(3) is reported as -$56,533. The filing is shown as received; the derived figures below treat a negative amount as zero, and a percentile is only shown for positive values.
Total assets, end of year · Enerpac Tool Group 401(k) Plan · plan year 2024
$149,182,050
1,128 participants with a balance. This filing reports no recordkeeping fee and no administrative expenses excluding investment management, so there is no headline cost figure.
Source
Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014204203NAL0007381346001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014204203NAL0007381346001, received 2025-10-14
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-14.
Cost and contributions
Administrative expenses excluding investment management, per participant
$0.00
Fewer than 50 comparable plans report this figure; no percentile.
Source
= $0 / 1,128
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014204203NAL0007381346001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014204203NAL0007381346001, received 2025-10-14
Administrative expenses per participant
$48.33
Higher than 16% of the 9,042 plans $50 to 250M that report it.
Source
= $54,517 / 1,128
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014204203NAL0007381346001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014204203NAL0007381346001, received 2025-10-14
Administrative expenses as a share of assets
0.037%
Higher than 15% of the 9,049 plans $50 to 250M that report it.
Source
= $54,517 / $149,182,050
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014204203NAL0007381346001, received 2025-10-14
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014204203NAL0007381346001, received 2025-10-14
Employer contributions per participant
$1,869
Higher than 29% of the 9,105 plans $50 to 250M that report it.
Source
= $2,108,059 / 1,128
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014204203NAL0007381346001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014204203NAL0007381346001, received 2025-10-14
Employer share of total contributions
23.7%
Higher than 30% of the 9,112 plans $50 to 250M that report it.
Source
= $2,108,059 / $8,905,533
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014204203NAL0007381346001, received 2025-10-14
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014204203NAL0007381346001, received 2025-10-14
Plan terms, as stated in Enerpac Tool Group Corp.'s SEC filings
Employer match
“These match contributions are made on every payroll run, meaning the contribution is immediately 100% vested.”
Form 10-K filed 2025-10-17, for the year ended 2025-08-31 · benefits note, 10-K benefits note · source document
Vesting
“These match contributions are made on every payroll run, meaning the contribution is immediately 100% vested.”
Form 10-K filed 2025-10-17, for the year ended 2025-08-31 · benefits note, 10-K benefits note · source document
Terms quoted from the filing for the year ended 2025-08-31. Figures cover plan year 2024. The plan document governs.
Plan features
2G fully participant-directed · 2J 401(k) feature · 3F · 2S pre-approved plan document · 2T default investment (QDIA) · 2I · 2K 401(m) arrangement · 2E profit-sharing · 3H controlled-group sponsor · 2F ERISA 404(c) plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251014204203NAL0007381346001, received 2025-10-14
Full record, Enerpac Tool Group 401(k) Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | ENERPAC TOOL GROUP CORP | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251014204203NAL0007381346001, received 2025-10-14 |
| Plan name | ENERPAC TOOL GROUP 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251014204203NAL0007381346001, received 2025-10-14 |
| Sponsor EIN / plan number | 39-0168610 / 022 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251014204203NAL0007381346001, received 2025-10-14 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251014204203NAL0007381346001, received 2025-10-14 |
| Sponsor location | MENOMONEE FALLS, WI | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251014204203NAL0007381346001, received 2025-10-14 |
| Industry (business code) | 332900, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251014204203NAL0007381346001, received 2025-10-14 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251014204203NAL0007381346001, received 2025-10-14 |
| Filing received | 2025-10-14 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251014204203NAL0007381346001, received 2025-10-14 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251014204203NAL0007381346001, received 2025-10-14 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251014204203NAL0007381346001, received 2025-10-14 |
| Participants, beginning of year | 1,224 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251014204203NAL0007381346001, received 2025-10-14 |
| Active participants | 547 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251014204203NAL0007381346001, received 2025-10-14 |
| Participants, end of year | 1,145 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251014204203NAL0007381346001, received 2025-10-14 |
| Participants with an account balance | 1,128 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014204203NAL0007381346001, received 2025-10-14 |
| Total assets, beginning of year | $139,969,601 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251014204203NAL0007381346001, received 2025-10-14 |
| Total assets, end of year | $149,182,050 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014204203NAL0007381346001, received 2025-10-14 |
| Net assets, end of year | $149,178,749 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251014204203NAL0007381346001, received 2025-10-14 |
| Total income | $28,983,475 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251014204203NAL0007381346001, received 2025-10-14 |
| Net income | $9,217,472 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251014204203NAL0007381346001, received 2025-10-14 |
| Employer contributions | $2,108,059 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014204203NAL0007381346001, received 2025-10-14 |
| Participant contributions | $5,679,425 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251014204203NAL0007381346001, received 2025-10-14 |
| Other contributions (incl. rollovers) | $1,118,049 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251014204203NAL0007381346001, received 2025-10-14 |
| Total contributions | $8,905,533 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014204203NAL0007381346001, received 2025-10-14 |
| Benefit payments | $19,711,486 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251014204203NAL0007381346001, received 2025-10-14 |
| Total expenses (incl. benefit payments) | $19,766,003 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251014204203NAL0007381346001, received 2025-10-14 |
| Total administrative expenses | $54,517 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014204203NAL0007381346001, received 2025-10-14 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251014204203NAL0007381346001, received 2025-10-14 |
| Recordkeeping fees | -$56,533 (filed as negative) | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014204203NAL0007381346001, received 2025-10-14 |
| IQPA audit fees | $15,000 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251014204203NAL0007381346001, received 2025-10-14 |
| Investment advisory and management fees | $69,750 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251014204203NAL0007381346001, received 2025-10-14 |
| Administrative expenses excluding investment management | $0 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014204203NAL0007381346001, received 2025-10-14 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251014204203NAL0007381346001, received 2025-10-14 |
| Held in common/collective trusts | $77,197,000 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251014204203NAL0007381346001, received 2025-10-14 |
| Held in mutual funds | $62,812,279 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251014204203NAL0007381346001, received 2025-10-14 |
| Independent auditor | WIPFLI | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251014204203NAL0007381346001, received 2025-10-14 |
Position = column in the DOL layout for form year 2024. Filing 20251014204203NAL0007381346001, received 2025-10-14.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | INVESTMENT ADVISOR | 26 Investment advisory (participants) | $64,996 | no |
| MICHAEL BEST & FRIEDRICH LLP | ATTORNEY/LEGAL | 29 Legal | $26,300 | no |
| WIPFLI, LLP | ACCOUNTANT/AUDITOR | 10 Accounting (including auditing) | $15,000 | no |
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees | $-51,518 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251014204203NAL0007381346001, received 2025-10-14.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $139,969,601 | $149,182,050 | 6.6% |
| Participants with a balance | 1,204 | 1,128 | -6.3% |
| Administrative expenses | $108,779 | $54,517 | -49.9% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $2,236,199 | $2,108,059 | -5.7% |
Prior filing 20241007132703NAL0027547712001, received 2024-10-07; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: ENERPAC TOOL GROUP CORP; SEC registrant: ENERPAC TOOL GROUP CORP (CIK 6955, matched by EIN; display name from the Form 10-K cover).