Plan Snapshot
- Plan Sponsor: Hartig Drug Company
- Sponsor EIN: 420298860
- Sponsor Address: 703 MAIN STREET, DUBUQUE, IA, 520016814
- Plan Type: 401(k)
- Total Participants: 371
- Total Assets: $19.9M
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 | 371 | $19.9M | $300,937 | $1.2M |
| 2023 | 339 | $18.2M | $280,619 | $1.1M |
| 2022 | 326 | $16.1M | $247,393 | $955,457 |
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 |
|---|---|---|---|---|
| HONKAMP, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HONKAMP, PC — 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 | $81,786 | — | $81,786 | — | — |
| 2023 | $73,661 | — | $73,661 | — | — |
| 2022 | $70,861 | — | $70,861 | — | — |