Plan Snapshot
- Plan Sponsor: Haas Outdoors, INC.
- Sponsor EIN: 640724670
- Sponsor Address: 26420 EAST MAIN ST., WEST POINT, MS, 39773
- Plan Type: 401(k)
- Total Participants: 96
- Total Assets: $20.7M
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 | 96 | $20.7M | $400,000 | $535,351 |
| 2023 | 95 | $18.5M | $291,492 | $519,140 |
| 2022 | 94 | $16.3M | $586,212 | $517,369 |
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 |
|---|---|---|---|---|
| TE LOTT & CO | 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 | $114,890 | — | — | — | — |
| 2023 | $93,079 | — | — | — | — |
| 2022 | $96,742 | — | — | — | — |