# H&E Equipment Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/h-e-equipment-services-inc-401k-plan

> H&E Equipment Services, INC.'s 401(k) plan: 2,870 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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