Plan Snapshot
- Plan Sponsor: Haakon Industries, INC.
- Sponsor EIN: 980132585
- Sponsor Address: 1633 WEST FIRST STREET, CHENEY, WA, 99004
- Plan Type: 401(k)
- Total Participants: 196
- Total Assets: $6.4M
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 | 196 | $6.4M | $294,317 | $563,851 |
| 2023 | 191 | $5.3M | $263,384 | $449,138 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $25,832 | — | $25,832 |
| CAPFINANCIAL PARTNERS LLC | INVESTMENT ADVISOR | $24,860 | — | $24,860 |
| PENTEGRA SERVICES INC | CONTRACT ADMIN | $11,944 | — | $11,944 |
| TRUTINA FINANCIAL LLC | INVESTMENT ADVISOR | $6,788 | — | $6,788 |
| ANASTASI MOORE MARTIN PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANASTASI MOORE MARTIN PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $69,424
- Estimated Expense Ratio: 1.087% of plan assets
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 | $73,928 | — | — | — | — |
| 2023 | $56,062 | — | — | — | — |