Plan Snapshot
- Plan Sponsor: Haag Engineering Co.
- Sponsor EIN: 751102228
- Sponsor Address: 1410 LAKESIDE PARKWAY SUITE 100, FLOWER MOUND, TX, 75028
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 162 | $39.5M | $760,710 | $1.8M |
| 2023 | 163 | $34.4M | $704,044 | $1.6M |
| 2022 | 149 | $29.0M | $640,219 | $1.5M |
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 |
|---|---|---|---|---|
| USI ADVISORS INC | ADVISOR | $35,109 | — | $35,109 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $30,136 | — | $30,136 |
| WHITLEY PENN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- WHITLEY PENN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,245
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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | $70,183 | $35,109 | — | $4,938 | — |
| 2023 | $55,327 | $34,254 | — | — | — |
| 2022 | $55,791 | — | — | — | — |