# Hartzell Industries, INC. 401(k) Plan
Source: https://planprovider.pro/companies/hartzell-industries-inc-401k-plan

> Hartzell Industries, INC.'s 401(k) plan: 290 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hartzell Industries, INC.

- **Sponsor EIN:** 310674874

- **Sponsor Address:** 1025 S. ROOSEVELT AVE., PIQUA, OH, 45356

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

- **Total Participants:** 290

- **Total Assets:** $20.4M

## 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.|

| 2024|290|$20.4M|$725,920|$1.5M|

| 2023|258|$19.7M|$482,120|$1.3M|

| 2022|250|$17.7M|$421,131|$1.2M|

## 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|

| CAPFINANCIAL PARTNERS,LLC|SERVICE PROVIDER|—|$39,916|$39,916|

| LATITUDE SERVICE COMPANY INC|THIRD PARTY ADMNINISTRAT|—|$7,232|$7,232|

| CLARK, SCHAEFER, HACKETT & CO.|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $47,148

- **Estimated Expense Ratio:** 0.232% 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|$29,835|—|—|—|—|

| 2023|$20,210|—|—|—|—|

| 2022|$21,028|$1,358|$7,020|—|$12,650|

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