Plan Snapshot
- Plan Sponsor: Haltec Corporation
- Sponsor EIN: 341488414
- Sponsor Address: 32585 N PRICE ROAD, SALEM, OH, 44460
- Plan Type: 401(k)
- Total Participants: 182
- Total Assets: $10.6M
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 | 182 | $10.6M | $861,565 | $485,606 |
| 2023 | 113 | $8.9M | $460,228 | $374,969 |
| 2022 | 96 | $7.2M | $433,724 | $343,696 |
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 |
|---|---|---|---|---|
| MEADEN & MOORE, LTD. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MEADEN & MOORE, LTD. — 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 | $39,778 | $2,051 | — | — | — |
| 2023 | $32,184 | $960 | — | — | — |
| 2022 | $30,745 | $151 | $30,594 | — | — |