Plan Snapshot
- Plan Sponsor: Haas Sons, INC.
- Sponsor EIN: 391621289
- Sponsor Address: 203 EAST BIRCH STREET, THORP, WI, 547719609
- Plan Type: 401(k)
- Total Participants: 357
- Total Assets: $39.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 357 | $39.5M | $0 | $1.0M |
| 2023 | 368 | $36.5M | $3.0M | $987,934 |
| 2022 | 339 | $30.5M | $2.7M | $918,181 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
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 | $142,855 | $93,373 | — | — | — |
| 2023 | $143,082 | $71,828 | $47,119 | $21,840 | — |
| 2022 | $71,785 | $68,987 | $2,798 | — | — |