Plan Snapshot
- Plan Sponsor: Hartzell Propeller, INC.
- Sponsor EIN: 311258121
- Sponsor Address: ONE PROPELLER PLACE, PIQUA, OH, 45356
- Plan Type: 401(k)
- Total Participants: 411
- Total Assets: $68.5M
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 | 411 | $68.5M | $2.7M | $2.7M |
| 2023 | 413 | $72.2M | $2.9M | $3.2M |
| 2022 | 392 | $58.9M | $2.5M | $2.7M |
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 | RECORDKEEPER | $71,760 | — | $71,760 |
| GLOBAL RETIREMENT PARTNERS LLC | INVESTMENT ADVISOR | $54,284 | — | $54,284 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $15,425 | — | $15,425 |
| HARTZELL PROPELLER INC | OTHER | $10,000 | — | $10,000 |
| BOBER MARKEY FEDOROVICH & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BOBER MARKEY FEDOROVICH & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $151,469
- Estimated Expense Ratio: 0.221% 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 | $151,469 | $69,709 | — | — | — |
| 2023 | $168,709 | $92,822 | — | — | — |
| 2022 | $111,822 | $61,522 | $36,800 | — | — |