Plan Snapshot
- Plan Sponsor: H&E Equipment Services, INC.
- Sponsor EIN: 810553291
- Sponsor Address: 7500 PECUE LANE, BATON ROUGE, LA, 70809
- Plan Type: 401(k)
- Total Participants: 2,870
- Total Assets: $179.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 2,870 | $179.3M | $5.4M | $16.4M |
| 2023 | 2,815 | $154.8M | $4.6M | $14.8M |
| 2022 | 2,316 | $130.2M | $3.9M | $13.0M |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | RECORD KEEPER | $489,358 | $366 | $489,724 |
| VOYA RETIREMENT ADVISORS, LLC | SERVICE PROVIDER | $23,964 | — | $23,964 |
| MBG RETIREMENT INC. | SERVICE PROVIDER | $19,938 | — | $19,938 |
| HAWTHORN, WAYMOUTH, & CARROLL | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $533,626
- Estimated Expense Ratio: 0.298% 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 | $485,331 | $103,172 | $362,109 | — | — |
| 2023 | $368,318 | $84,421 | $269,297 | — | — |
| 2022 | $364,282 | — | — | — | — |