# Halvor Lines, INC. 401(k) Plan
Source: https://planprovider.pro/companies/halvor-lines-inc-401k-plan

> Halvor Lines, INC.'s 401(k) plan: 670 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Halvor Lines, INC.

- **Sponsor EIN:** 410958036

- **Sponsor Address:** 217 GRAND AVE, SUPERIOR, WI, 54880

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

- **Total Participants:** 670

- **Total Assets:** $20.9M

## 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|670|$20.9M|$1.1M|$2.5M|

| 2023|664|$17.8M|$967,619|$2.3M|

| 2022|631|$13.3M|$368,631|$2.0M|

## 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|

| JMR FINANCIAL GROUP, INC.|INVESTMENT/FINANCIAL ADVI|$76,337|—|$76,337|

| ADP, INC.|RECORD KEEPER|$47,086|—|$47,086|

| KATZ SAPPER & MILLER LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [KATZ SAPPER & MILLER LLP](https://planprovider.pro/provider/katz-sapper-and-miller-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $123,423

- **Estimated Expense Ratio:** 0.590% 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|$123,423|$76,337|—|—|—|

| 2023|$102,249|$60,980|—|—|—|

| 2022|$87,474|—|—|—|—|

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