# Austin Hardware & Supply, INC. 401(k) Plan
Source: https://planprovider.pro/companies/austin-hardware-supply-inc-401k-plan

> Austin Hardware & Supply, INC.'s 401(k) plan: 156 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Austin Hardware & Supply, INC.

- **Sponsor EIN:** 430887563

- **Sponsor Address:** 950 NW TECHNOLOGY DRIVE, LEES SUMMIT, MO, 640865692

- **Plan Type:** 401(k)

- **Total Participants:** 156

- **Total Assets:** $35.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|156|$35.8M|$1.2M|$638,694|

| 2023|142|$33.4M|$1.4M|$601,002|

| 2022|128|$28.2M|$819,362|$516,078|

## 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|

| LION STREET ADVISORS, LLC|NONE|$56,213|—|$56,213|

| CHARLES SCHWAB & CO., INC.|NONE|—|$19,565|$19,565|

| ALERUS FINANCIAL, N.A.|NONE|$10,851|—|$10,851|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LION STREET ADVISORS, LLC](https://planprovider.pro/provider/lion-street) — NONE

- [CHARLES SCHWAB & CO., INC.](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [ALERUS FINANCIAL, N.A.](https://planprovider.pro/provider/intellicents-inc) — NONE

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $86,629

- **Estimated Expense Ratio:** 0.242% 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|$90,000|$19,565|—|—|—|

| 2023|$71,997|$35,515|—|—|—|

| 2022|$89,418|$27,978|—|—|—|

## Similar Plans

- [Cogent, INC.](https://planprovider.pro/companies/cogent-inc-plan-005) — 364 participants

- [Gateway Dealer Network, LLC](https://planprovider.pro/companies/gateway-dealer-network-llc-401k-plan) — 392 participants

- [Western Diesel Services INC.](https://planprovider.pro/companies/western-diesel-services-inc-401k-plan) — 402 participants

- [Grimco, INC.](https://planprovider.pro/companies/grimco-inc-401k-plan) — 764 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/austin-hardware-supply-inc-401k-plan)

© 2026 PlanProvider.Pro