Plan Snapshot
- Plan Sponsor: H & H Coldwater LLC
- Sponsor EIN: 263953796
- Sponsor Address: 9422 LIMA RD, FORT WAYNE, IN, 468188934
- Plan Type: 401(k)
- Total Participants: 36
- Total Assets: $1,117
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 36 | $1,117 | $0 | $2,526 |
| 2023 | 56 | $22,818 | $0 | $11,854 |
| 2022 | 138 | $9,346 | $0 | $7,956 |
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 |
|---|---|---|---|---|
| SELLECK ACCOUNTING & FINANCE, PPLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $13,709 | $24 | $13,242 | — | — |
| 2023 | $315 | $59 | $256 | — | — |
| 2022 | — | — | — | — | — |