Plan Snapshot
- Plan Sponsor: H&M Trucking, INC.
- Sponsor EIN: 470709489
- Sponsor Address: 2522 ED BABE GOMEZ AVENUE, OMAHA, NE, 681074446
- Plan Type: 401(k)
- Total Participants: 305
- Total Assets: $20.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 305 | $20.1M | $374,222 | $730,093 |
| 2023 | 298 | $16.7M | $273,043 | $590,094 |
| 2022 | 280 | $13.3M | $276,403 | $567,909 |
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 |
|---|---|---|---|---|
| LUTZ & COMPANY, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUTZ & COMPANY, PC — Auditor
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 | $7,502 | $1,250 | — | — | — |
| 2023 | $4,559 | $924 | — | — | — |
| 2022 | $3,920 | $588 | — | — | — |