Plan Snapshot
- Plan Sponsor: Halton Group Americas INC.
- Sponsor EIN: 202371429
- Sponsor Address: 103 INDUSTRIAL DR, SCOTTSVILLE, KY, 42164
- Plan Type: 401(k)
- Total Participants: 493
- Total Assets: $21.3M
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 | 493 | $21.3M | $1.0M | $1.8M |
| 2023 | 445 | $17.6M | $932,873 | $1.6M |
| 2022 | 504 | $13.5M | $868,395 | $1.4M |
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 |
|---|---|---|---|---|
| AUDIT AND TAX SOLUTIONS CPAS INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AUDIT AND TAX SOLUTIONS CPAS INC. — 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 | $56,291 | $53,343 | $2,948 | — | — |
| 2023 | $476,488 | $14,736 | $461,752 | — | — |
| 2022 | $125,990 | $39,526 | $86,464 | — | — |