Plan Snapshot
- Plan Sponsor: Haas Door Company
- Sponsor EIN: 344492625
- Sponsor Address: 320 SYCAMORE STREET, WAUSEON, OH, 435671100
- Plan Type: 401(k)
- Total Participants: 430
- Total Assets: $25.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 430 | $25.1M | $663,492 | $1.9M |
| 2023 | 431 | $20.4M | $680,869 | $1.9M |
| 2022 | 434 | $16.4M | $591,470 | $1.6M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $110,505 | — | $110,505 |
| VENTURE VISIONARY PARTNERS LLC | Investment Advisor | — | $53,768 | $53,768 |
| CBIZ BENEFITS & INSURANCE SERVICES | Recordkeeper | $780 | $22,693 | $23,473 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VENTURE VISIONARY PARTNERS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $187,746
- Estimated Expense Ratio: 0.749% 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 | $111,053 | — | $111,053 | — | — |
| 2023 | $92,155 | — | — | — | — |
| 2022 | $86,195 | — | $86,195 | — | — |