Plan Snapshot
- Plan Sponsor: H.S. INC.
- Sponsor EIN: 381946307
- Sponsor Address: O-215 LAKE MICHIGAN DR NW, GRAND RAPIDS, MI, 495343357
- Plan Type: 401(k)
- Total Participants: 67
- Total Assets: $18.5M
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 | 67 | $18.5M | $69,355 | $561,525 |
| 2023 | 78 | $29.7M | $69,372 | $874,789 |
| 2022 | 251 | $41.7M | $360,864 | $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 |
|---|---|---|---|---|
| FOX & COMPANY | 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 | $55,528 | $19,835 | $35,693 | — | — |
| 2023 | $91,555 | — | $91,555 | — | — |
| 2022 | $108,959 | — | $108,959 | — | — |