Plan Snapshot
- Plan Sponsor: Hah Holdings LLC
- Sponsor EIN: 856426175
- Sponsor Address: 33 SOUTH STATE STREET, CHICAGO, IL, 60603
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 955
- Total Assets: $3.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 955 | $3.1M | $0 | $949,557 |
| 2023 | 955 | $2.5M | $0 | $1.4M |
| 2022 | 955 | $1.5M | $0 | $1.4M |
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 |
|---|---|---|---|---|
| WITHUMSMITH+BROWN, PC | Auditor | $24,804 | — | $24,804 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,804
- Estimated Expense Ratio: 0.788% 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 | $77,059 | — | $54,909 | $22,000 | — |
| 2023 | $98,434 | — | $50,115 | $47,616 | — |
| 2022 | $47,096 | — | — | — | $43,596 |