# Halquist Stone Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/halquist-stone-company-inc-401k-plan

> Halquist Stone Company, INC.'s 401(k) plan: 245 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Halquist Stone Company, INC.

- **Sponsor EIN:** 391139607

- **Sponsor Address:** N51 W23563 W. LISBON ROAD, SUSSEX, WI, 53089

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

- **Total Participants:** 245

- **Total Assets:** $32.1M

## 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|245|$32.1M|$589,736|$901,690|

| 2023|251|$29.1M|$581,464|$962,461|

| 2022|269|$23.7M|$564,599|$887,437|

## 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|

| ASSOCIATED TRUST COMPANY, N.A.|NONE|$75,383|—|$75,383|

| REILLY, PENNER & BENTON LLP|AUDITOR|$9,700|—|$9,700|

### Verified Provider Profiles

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

- [REILLY, PENNER & BENTON LLP](https://planprovider.pro/provider/reilly-penner-and-benton-llp) — AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $85,083

- **Estimated Expense Ratio:** 0.265% 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|$85,083|$64,485|—|$9,700|—|

| 2023|$61,679|$52,475|—|—|—|

| 2022|$62,874|$53,056|—|—|—|

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