Employers › Case New Holland › plan 002
Recordkeeping fees per participant · CNH Industrial U.S. Retirement Savings Plan · plan year 2024
$34.80
Higher than 51% of the 790 plans over $1B that report it.
= $407,934 / 11,723
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015174702NAL0005568033001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015174702NAL0005568033001, received 2025-10-15
Percentiles compare this plan with the Schedule H plans over $1B 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
$68.25
Higher than 79% of the 1,045 plans over $1B that report it.
= $800,122 / 11,723
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015174702NAL0005568033001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015174702NAL0005568033001, received 2025-10-15
Administrative expenses per participant
$78.92
Higher than 58% of the 1,076 plans over $1B that report it.
= $925,122 / 11,723
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015174702NAL0005568033001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015174702NAL0005568033001, received 2025-10-15
Administrative expenses as a share of assets
0.041%
Higher than 44% of the 1,076 plans over $1B that report it.
= $925,122 / $2,277,938,593
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015174702NAL0005568033001, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015174702NAL0005568033001, received 2025-10-15
Employer contributions per participant
$6,426
Higher than 79% of the 1,135 plans over $1B that report it.
= $75,334,464 / 11,723
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015174702NAL0005568033001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015174702NAL0005568033001, received 2025-10-15
Employer share of total contributions
46.6%
Higher than 89% of the 1,135 plans over $1B that report it.
= $75,334,464 / $161,509,983
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015174702NAL0005568033001, received 2025-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015174702NAL0005568033001, received 2025-10-15
98.9% of this plan's assets are held in a master trust. Costs reported at the trust level and allocated by the plan's share: administrative expenses $0 ($78.92 per participant including the plan's own Schedule H). Benchmarks and percentiles use the plan's own Schedule H only.
2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251015174702NAL0005568033001, received 2025-10-15
| Field | Value | Source |
|---|---|---|
| Plan sponsor | CASE NEW HOLLAND INDUSTRIAL INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251015174702NAL0005568033001, received 2025-10-15 |
| Plan name | CNH INDUSTRIAL U.S. RETIREMENT SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251015174702NAL0005568033001, received 2025-10-15 |
| Sponsor EIN / plan number | 39-1982756 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251015174702NAL0005568033001, received 2025-10-15 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251015174702NAL0005568033001, received 2025-10-15 |
| Sponsor location | RACINE, WI | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251015174702NAL0005568033001, received 2025-10-15 |
| Industry (business code) | 333100, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251015174702NAL0005568033001, 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 20251015174702NAL0005568033001, received 2025-10-15 |
| Filing received | 2025-10-15 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251015174702NAL0005568033001, received 2025-10-15 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251015174702NAL0005568033001, received 2025-10-15 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251015174702NAL0005568033001, received 2025-10-15 |
| Participants, beginning of year | 13,327 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251015174702NAL0005568033001, received 2025-10-15 |
| Active participants | 9,601 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251015174702NAL0005568033001, received 2025-10-15 |
| Participants, end of year | 12,639 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251015174702NAL0005568033001, received 2025-10-15 |
| Participants with an account balance | 11,723 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015174702NAL0005568033001, received 2025-10-15 |
| Total assets, beginning of year | $2,103,504,403 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251015174702NAL0005568033001, received 2025-10-15 |
| Total assets, end of year | $2,277,938,593 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015174702NAL0005568033001, received 2025-10-15 |
| Net assets, end of year | $2,277,776,739 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251015174702NAL0005568033001, received 2025-10-15 |
| Total income | $447,813,570 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251015174702NAL0005568033001, received 2025-10-15 |
| Net income | $138,852,127 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251015174702NAL0005568033001, received 2025-10-15 |
| Employer contributions | $75,334,464 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015174702NAL0005568033001, received 2025-10-15 |
| Participant contributions | $77,213,640 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251015174702NAL0005568033001, received 2025-10-15 |
| Other contributions (incl. rollovers) | $8,961,879 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251015174702NAL0005568033001, received 2025-10-15 |
| Total contributions | $161,509,983 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015174702NAL0005568033001, received 2025-10-15 |
| Benefit payments | $308,036,321 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251015174702NAL0005568033001, received 2025-10-15 |
| Total expenses (incl. benefit payments) | $308,961,443 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251015174702NAL0005568033001, received 2025-10-15 |
| Total administrative expenses | $925,122 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015174702NAL0005568033001, received 2025-10-15 |
| Recordkeeping fees | $407,934 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015174702NAL0005568033001, received 2025-10-15 |
| IQPA audit fees | $94,451 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251015174702NAL0005568033001, received 2025-10-15 |
| Investment advisory and management fees | $125,000 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251015174702NAL0005568033001, received 2025-10-15 |
| Administrative expenses excluding investment management | $800,122 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015174702NAL0005568033001, received 2025-10-15 |
| Held in master trusts | $2,252,058,560 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251015174702NAL0005568033001, received 2025-10-15 |
| Independent auditor | CROWE LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251015174702NAL0005568033001, received 2025-10-15 |
Position = column in the DOL layout for form year 2024. Filing 20251015174702NAL0005568033001, received 2025-10-15.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTSrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees | $407,934 | yes |
| MMA SECURITIES LLC | INVESTMENT ADVISOR | 27 Investment advisory (plan); 50 Direct payment from the plan; 51 Investment management fees paid directly by plan | $125,000 | no |
| CROWE LLP | ACCOUNTANT/AUDITOR | 10 Accounting (including auditing); 50 Direct payment from the plan | $94,451 | no |
| REINHART, BOERNER VANDEUREN S.C. | NONE | 29 Legal; 50 Direct payment from the plan | $65,931 | no |
| WILLIS TOWERS WATSON US LLC | NONE | 11 Actuarial; 16 Consulting (general); 50 Direct payment from the plan | $32,571 | 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 20251015174702NAL0005568033001, received 2025-10-15.
CNH INDUSTRIAL USA DC MASTER TRUST (EIN 046766755, PN 001): plan interest $2,252,058,560, 100.0% of the trust. The trust's own filing (20251015174523NAL0002825363001, received 2025-10-15) reports net assets $2,252,058,560, administrative expenses $0, recordkeeping fees not reported, investment management fees not reported and 0 Schedule C providers.
Schedule D Part I of the plan's filing; the trust's Schedule H and Schedule C. Allocation = the plan's interest divided by the trust's net assets.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $2,103,504,403 | $2,277,938,593 | 8.3% |
| Participants with a balance | 11,936 | 11,723 | -1.8% |
| Administrative expenses | $963,716 | $925,122 | -4.0% |
| Recordkeeping fees per participant | $45.55 | $34.80 | -23.6% |
| Employer contributions | $78,167,774 | $75,334,464 | -3.6% |
Prior filing 20241011090700NAL0022460321001, received 2024-10-11; the plan years are contiguous.