Plan Snapshot
- Plan Sponsor: Habush Habush & Rottier, S.C.
- Sponsor EIN: 391272599
- Sponsor Address: 150 E. GILMAN SUITE 2000, MADISON, WI, 53703
- Plan Type: DC
- Total Participants: 133
- Total Assets: $58.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 133 | $58.5M | $2.1M | $1.1M |
| 2023 | 131 | $52.0M | $1.4M | $1.0M |
| 2022 | 131 | $45.7M | $1.5M | $920,805 |
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 |
|---|---|---|---|---|
| MORGAN STANLEY | INVESTMENT ADVISOR | $74,378 | — | $74,378 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $38,373 | — | $38,373 |
| DUFEK & COMPANY | AUDITOR | $7,500 | — | $7,500 |
| DUFEK & CO. | Auditor | $7,500 | — | $7,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — INVESTMENT ADVISOR
- DUFEK & CO. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $127,751
- Estimated Expense Ratio: 0.218% 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 | $120,251 | $74,378 | — | $7,500 | — |
| 2023 | $108,601 | $68,056 | — | $7,500 | — |
| 2022 | $105,969 | — | $105,969 | — | — |