Plan Snapshot
- Plan Sponsor: Halron Lubricants INC.
- Sponsor EIN: 391035807
- Sponsor Address: 1618 STATE STREET, GREEN BAY, WI, 543043539
- Plan Type: 401(k)
- Total Participants: 130
- Total Assets: $12.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 130 | $12.4M | $282,406 | $695,612 |
| 2023 | 120 | $11.6M | $301,312 | $696,466 |
| 2022 | 111 | $9.4M | $287,768 | $678,982 |
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 |
|---|---|---|---|---|
| VRAKAS S.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VRAKAS S.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $66,863 | $49,778 | — | — | — |
| 2023 | $58,879 | $44,563 | — | — | — |
| 2022 | $55,181 | — | $55,181 | — | — |