# Habemco, LLC 401(k) Plan
Source: https://planprovider.pro/companies/habemco-llc-401k-plan

> Habemco, LLC's 401(k) plan: 247 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Habemco, LLC

- **Sponsor EIN:** 832117738

- **Sponsor Address:** 635 E STATE HWY 20, A, UPPER LAKE, CA, 95485

- **Plan Type:** 401(k)

- **Total Participants:** 247

- **Total Assets:** $7.3M

## 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|247|$7.3M|$386,064|$869,224|

| 2023|289|$5.5M|$329,447|$694,407|

| 2022|234|$4.6M|$243,053|$576,856|

## 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|

| CBIZ CPAS, PC|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|$49,206|$16,294|$32,912|—|—|

| 2023|$38,712|$12,656|$24,034|$2,022|—|

| 2022|$21,937|—|$21,937|—|—|

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