Plan Snapshot
- Plan Sponsor: H-J Enterprises, INC.
- Sponsor EIN: 430925854
- Sponsor Address: 3010 HIGH RIDGE BLVD., HIGH RIDGE, MO, 63049
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 360
- Total Assets: $19.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 360 | $19.4M | $828,412 | $705,545 |
| 2023 | 262 | $19.0M | $780,537 | $559,921 |
| 2022 | 234 | $16.8M | $714,464 | $568,291 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $38,327 | — | $38,327 |
| MONETA GROUP INVESTMENT ADVISORS | Investment Advisor | $35,112 | — | $35,112 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $73,439
- Estimated Expense Ratio: 0.379% 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 | $73,439 | $35,112 | — | — | — |
| 2023 | $65,629 | $32,895 | — | — | — |
| 2022 | $66,238 | — | — | — | — |