Plan Snapshot
- Plan Sponsor: H&K Equipment, INC
- Sponsor EIN: 251437196
- Sponsor Address: 4200 CASTEEL DRIVE, CORAOPOLIS, PA, 15108
- Plan Type: 401(k)
- Total Participants: 337
- Total Assets: $28.3M
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 | 337 | $28.3M | $697,402 | $2.0M |
| 2023 | 347 | $21.7M | $635,549 | $1.8M |
| 2022 | 329 | $18.9M | $621,269 | $1.7M |
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 |
|---|---|---|---|---|
| DUNBAR, BENDER & ZAPF, INC. | CONTRACT ADMIN | $41,909 | — | $41,909 |
| GLOBAL RETIREMENT PARTNERS | INVESTMENT ADVISOR | $34,000 | — | $34,000 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $29,740 | — | $29,740 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MANAGEMENT | $6,868 | — | $6,868 |
| GROSSMAN YANAK & FORD | OTHER | $6,000 | — | $6,000 |
| GROSSMAN, YANAK & FORD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GROSSMAN, YANAK & FORD — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $118,517
- Estimated Expense Ratio: 0.419% 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 | $114,267 | $40,868 | $73,399 | — | — |
| 2023 | $104,856 | — | $104,856 | — | — |
| 2022 | $92,994 | — | $92,994 | — | — |