# Haas Automation, INC. 401(k) Plan
Source: https://planprovider.pro/companies/haas-automation-inc-plan-001

> Haas Automation, INC.'s 401(k) plan: 1,377 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|

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