Plan Snapshot
- Plan Sponsor: H2o Innovation Usa, INC.
- Sponsor EIN: 205584930
- Sponsor Address: 8900 109TH AVENUE NORTH, SUITE 1000, CHAMPLIN, MN, 55316
- Plan Type: 401(k)
- Total Participants: 851
- Total Assets: $18.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 851 | $18.6M | $855,168 | $1.8M |
| 2023 | 776 | $16.4M | $545,644 | $1.3M |
| 2022 | 638 | $12.2M | $435,285 | $1.0M |
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 |
|---|---|---|---|---|
| HAWKINS ASH CPAS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HAWKINS ASH CPAS, LLP — 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 | $84,062 | $69,803 | $14,259 | — | — |
| 2023 | $63,199 | $55,980 | $7,219 | — | — |
| 2022 | $52,222 | $44,761 | $7,461 | — | — |