# Halma Holdings INC. 401(k) Plan
Source: https://planprovider.pro/companies/halma-holdings-inc-401k-plan

> Halma Holdings INC.'s 401(k) plan: 2,755 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Halma Holdings INC.

- **Sponsor EIN:** 610962400

- **Sponsor Address:** 535 SPRINGFIELD AVENUE SUITE 110, SUMMIT, NJ, 079012631

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

- **Total Participants:** 2,755

- **Total Assets:** $294.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|2,755|$294.0M|$9.3M|$18.6M|

| 2023|2,736|$267.7M|$11.0M|$17.8M|

| 2022|2,637|$215.1M|$11.6M|$15.3M|

## 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|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$418,674|—|$418,674|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$46,670|—|$46,670|

| BARNES, DENNIG & CO., LTD.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BARNES, DENNIG & CO., LTD.](https://planprovider.pro/provider/barnes-dennig-and-co-ltd) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $465,344

- **Estimated Expense Ratio:** 0.158% 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|$419,779|—|—|—|—|

| 2023|$467,863|$378,091|—|—|—|

| 2022|$471,023|—|$471,023|—|—|

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