# Haley & Aldrich, INC. 401(k) Plan
Source: https://planprovider.pro/companies/haley-aldrich-inc-401k-plan

> Haley & Aldrich, INC.'s 401(k) plan: 1,046 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Haley & Aldrich, INC.

- **Sponsor EIN:** 042295689

- **Sponsor Address:** MA

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

- **Total Participants:** 1,046

- **Total Assets:** $283.2M

## 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|1,046|$283.2M|$0|$0|

| 2023|980|$242.1M|$0|$0|

| 2022|918|$197.1M|$3.5M|$9.0M|

## 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|

| PKF O'CONNOR DAVIES LLP|Auditor|$15,000|—|$15,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PKF O'CONNOR DAVIES LLP](https://planprovider.pro/provider/bpas) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $15,000

- **Estimated Expense Ratio:** 0.005% 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|$96,046|$85,163|—|$15,000|—|

| 2023|$104,982|$57,966|$46,416|—|—|

| 2022|$95,630|$85,447|—|—|$5,000|

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