Epiroc 401(K) Plan — Form 5500 plan (Epiroc North America Corp.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Epiroc 401(K) Plan is a benefit plan reported by Epiroc North America Corp. under EIN 36-4868039 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,506 participants and $174,414,405 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Epiroc North America Corp.
EIN
36-4868039
Plan number
001
Plan type
2
Location
Garland, TX
Latest filing year
2023
Participants
1,506
End-of-year plan assets
$174,414,405

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,506H, C20240830095837NAL0023634240001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$174,414,405
Total liabilities (EOY)
$0
Net assets (EOY)
$174,414,405
Net assets (BOY)
$147,221,658

Income & contributions

Employer contributions
$7,509,949
Participant contributions
$9,853,409
Total contributions
$18,244,002
Total income / additions
$43,688,977

Expenses & distributions

Benefits paid
$16,347,513
Administrative expenses
$138,483
Total expenses
$16,496,230
Net increase / (decrease)
$27,192,747

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$101,134$02023
Strategic Advisors, Inc.ADVISOR$37,349not reported in the loaded dataset2023

Related Form 5500 pages