Plan Snapshot
- Plan Sponsor: Hans Kissle Company, LLC.
- Sponsor EIN: 042842804
- Sponsor Address: 9 CREEK BROOK DR, HAVERHILL, MA, 01832
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 284
- Total Assets: $13.4M
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. |
|---|---|---|---|---|
| 2025 | 284 | $13.4M | $0 | $0 |
| 2024 | 209 | $11.4M | $75,912 | $114,715 |
| 2023 | 215 | $11.7M | $508,993 | $748,465 |
| 2022 | 168 | $9.1M | $363,878 | $551,217 |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | Investment Advisor | $25,086 | — | $25,086 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $11,388 | — | $11,388 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,474
- Estimated Expense Ratio: 0.271% 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 |
|---|---|---|---|---|---|
| 2025 | $1,172,336 | $27,393 | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | $23,858 | $23,858 | — | — | — |
| 2022 | $20,489 | $20,489 | — | — | — |