# Haag-Streit Usa, INC. 401(k) Plan
Source: https://planprovider.pro/companies/haag-streit-usa-inc-401k-plan

> Haag-Streit Usa, INC.'s 401(k) plan: 147 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Haag-Streit Usa, INC.

- **Sponsor EIN:** 311209950

- **Sponsor Address:** 3535 KINGS MILLS RD, MASON, OH, 45040

- **Plan Type:** 401(k)

- **Total Participants:** 147

- **Total Assets:** $19.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|147|$19.4M|$685,085|$985,409|

| 2023|136|$16.5M|$602,797|$921,060|

| 2022|166|$15.5M|$575,480|$866,625|

## 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|

| BARNES DENNIG & COMPANY|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BARNES DENNIG & COMPANY](https://planprovider.pro/provider/barnes-dennig-and-co-ltd) — 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|$22,272|—|—|—|—|

| 2023|$35,920|—|$300|—|—|

| 2022|$15,143|—|—|—|—|

## Similar Plans

- [Julius Zorn, INC.](https://planprovider.pro/companies/julius-zorn-inc-401k-plan) — 160 participants

- [Hammill Manufacturing Company](https://planprovider.pro/companies/hammill-manufacturing-company-401k-plan) — 130 participants

- [Willowwood Global, LLC](https://planprovider.pro/companies/willowwood-global-llc-plan) — 174 participants

- [Valtronic Technologies (Usa) INC.](https://planprovider.pro/companies/valtronic-technologies-usa-inc-401k-plan) — 105 participants

- [Enable Injections, INC.](https://planprovider.pro/companies/enable-injections-inc-401k-plan) — 198 participants

- [Zimmer Biomet Holdings, INC.](https://planprovider.pro/companies/zimmer-surgical-inc-plan-001) — 44 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/haag-streit-usa-inc-401k-plan)

© 2026 PlanProvider.Pro