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

> H&K Equipment, INC's 401(k) plan: 337 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/grossman-yanak-and-ford-llp) — 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|—|—|

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