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

> Hartzell Propeller, INC.'s 401(k) plan: 411 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/bober-markey-fedorovich-and-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|—|—|

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