Employers › Oshkosh › plan 004
Recordkeeping fees per participant · Oshkosh Corporation Tax Deferred Investment Plan for Production Employees · plan year 2024
$48.17
Higher than 34% of the 5,847 plans $50 to 250M that report it.
= $77,844 / 1,616
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015092506NAL0004444465001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015092506NAL0004444465001, received 2025-10-15
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 2025-10-15.
Administrative expenses excluding investment management, per participant
$49.10
Higher than 24% of the 8,758 plans $50 to 250M that report it.
= $79,344 / 1,616
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015092506NAL0004444465001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015092506NAL0004444465001, received 2025-10-15
Administrative expenses per participant
$87.08
Higher than 30% of the 9,042 plans $50 to 250M that report it.
= $140,718 / 1,616
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015092506NAL0004444465001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015092506NAL0004444465001, received 2025-10-15
Administrative expenses as a share of assets
0.100%
Higher than 37% of the 9,049 plans $50 to 250M that report it.
= $140,718 / $141,421,680
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015092506NAL0004444465001, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015092506NAL0004444465001, received 2025-10-15
Employer contributions per participant
$1,693
Higher than 25% of the 9,105 plans $50 to 250M that report it.
= $2,735,262 / 1,616
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015092506NAL0004444465001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015092506NAL0004444465001, received 2025-10-15
Employer share of total contributions
30.8%
Higher than 55% of the 9,112 plans $50 to 250M that report it.
= $2,735,262 / $8,872,427
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015092506NAL0004444465001, received 2025-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015092506NAL0004444465001, received 2025-10-15
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251015092506NAL0004444465001, received 2025-10-15
| Field | Value | Source |
|---|---|---|
| Plan sponsor | OSHKOSH CORPORATION | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251015092506NAL0004444465001, received 2025-10-15 |
| Plan name | OSHKOSH CORPORATION TAX DEFERRED INVESTMENT PLAN FOR PRODUCTION EMPLOYEES | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251015092506NAL0004444465001, received 2025-10-15 |
| Sponsor EIN / plan number | 39-0520270 / 004 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251015092506NAL0004444465001, received 2025-10-15 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251015092506NAL0004444465001, received 2025-10-15 |
| Sponsor location | OSHKOSH, WI | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251015092506NAL0004444465001, received 2025-10-15 |
| Industry (business code) | 336100, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251015092506NAL0004444465001, received 2025-10-15 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251015092506NAL0004444465001, received 2025-10-15 |
| Filing received | 2025-10-15 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251015092506NAL0004444465001, received 2025-10-15 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251015092506NAL0004444465001, received 2025-10-15 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251015092506NAL0004444465001, received 2025-10-15 |
| Participants, beginning of year | 1,696 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251015092506NAL0004444465001, received 2025-10-15 |
| Active participants | 1,396 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251015092506NAL0004444465001, received 2025-10-15 |
| Participants, end of year | 1,736 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251015092506NAL0004444465001, received 2025-10-15 |
| Participants with an account balance | 1,616 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015092506NAL0004444465001, received 2025-10-15 |
| Total assets, beginning of year | $134,939,544 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251015092506NAL0004444465001, received 2025-10-15 |
| Total assets, end of year | $141,421,680 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015092506NAL0004444465001, received 2025-10-15 |
| Net assets, end of year | $141,421,680 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251015092506NAL0004444465001, received 2025-10-15 |
| Total income | $28,062,044 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251015092506NAL0004444465001, received 2025-10-15 |
| Net income | $9,072,726 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251015092506NAL0004444465001, received 2025-10-15 |
| Employer contributions | $2,735,262 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015092506NAL0004444465001, received 2025-10-15 |
| Participant contributions | $5,966,085 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251015092506NAL0004444465001, received 2025-10-15 |
| Other contributions (incl. rollovers) | $171,080 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251015092506NAL0004444465001, received 2025-10-15 |
| Total contributions | $8,872,427 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015092506NAL0004444465001, received 2025-10-15 |
| Benefit payments | $18,770,084 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251015092506NAL0004444465001, received 2025-10-15 |
| Total expenses (incl. benefit payments) | $18,989,318 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251015092506NAL0004444465001, received 2025-10-15 |
| Total administrative expenses | $140,718 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015092506NAL0004444465001, received 2025-10-15 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251015092506NAL0004444465001, received 2025-10-15 |
| Recordkeeping fees | $77,844 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015092506NAL0004444465001, received 2025-10-15 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251015092506NAL0004444465001, received 2025-10-15 |
| Investment advisory and management fees | $61,374 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251015092506NAL0004444465001, received 2025-10-15 |
| Administrative expenses excluding investment management | $79,344 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015092506NAL0004444465001, received 2025-10-15 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251015092506NAL0004444465001, received 2025-10-15 |
| Held in common/collective trusts | $82,360,219 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251015092506NAL0004444465001, received 2025-10-15 |
| Held in mutual funds | $56,028,595 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251015092506NAL0004444465001, received 2025-10-15 |
| Independent auditor | BAKER TILLY US,LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251015092506NAL0004444465001, received 2025-10-15 |
Position = column in the DOL layout for form year 2024. Filing 20251015092506NAL0004444465001, received 2025-10-15.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY Orecordkeeper | NONE | 64 Recordkeeping fees; 15 Recordkeeping and information management; 37 Participant loan processing; 50 Direct payment from the plan | $77,844 | yes |
| EMPOWER ADVISORY GROUP, LLC | NONE | 26 Investment advisory (participants); 28 Investment management; 50 Direct payment from the plan | $61,374 | no |
| QDRO CONSULTANTS COMPANY, LLC | NONE | 99 Other fees | $1,500 | no |
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 20251015092506NAL0004444465001, received 2025-10-15.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $134,939,544 | $141,421,680 | 4.8% |
| Participants with a balance | 1,564 | 1,616 | 3.3% |
| Administrative expenses | $121,987 | $140,718 | 15.4% |
| Recordkeeping fees per participant | $45.93 | $48.17 | 4.9% |
| Employer contributions | $2,287,941 | $2,735,262 | 19.6% |
Prior filing 20241014081929NAL0025713761001, received 2024-10-14; the plan years are contiguous.