Plan Snapshot
- Plan Sponsor: Handicare Usa, INC.
- Sponsor EIN: 980393527
- Sponsor Address: 10888 METRO COURT, MARYLAND HEIGHTS, MO, 63043
- Plan Type: 401(k)
- Total Participants: 145
- Total Assets: $8.9M
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 | 145 | $8.9M | $418,185 | $765,899 |
| 2023 | 152 | $7.8M | $385,845 | $706,147 |
| 2022 | 138 | $6.5M | $372,203 | $676,601 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $29,568 | — | $29,568 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,568
- Estimated Expense Ratio: 0.331% 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 | $33,909 | $4,341 | — | — | — |
| 2023 | $26,637 | $2,799 | — | — | — |
| 2022 | $20,388 | $2,645 | $17,654 | — | — |