Plan Snapshot
- Plan Sponsor: Haas Automation, INC.
- Sponsor EIN: 953883244
- Sponsor Address: 2800 STURGIS ROAD, OXNARD, CA, 93030
- Plan Type: 401(k)
- Total Participants: 1,377
- Total Assets: $356.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,377 | $356.1M | $9.2M | $12.3M |
| 2023 | 1,361 | $308.6M | $8.8M | $11.0M |
| 2022 | 1,385 | $263.3M | $8.6M | $11.8M |
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 |
|---|---|---|---|---|
| BARTLETT, PRINGLE & WOLF, LLP | 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 | $68,131 | $50,631 | — | — | — |
| 2023 | $53,582 | $27,849 | — | — | — |
| 2022 | $44,647 | $12,677 | — | — | — |