Plan Snapshot
- Plan Sponsor: Hassett Express Holdings, LLC
- Sponsor EIN: 463563294
- Sponsor Address: 17W775 BUTTERFIELD ROAD, SUITE 109, OAKBROOK TERRACE, IL, 60181
- Plan Type: 401(k)
- Total Participants: 79
- Total Assets: $17.0M
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 | 79 | $17.0M | $0 | $470,922 |
| 2023 | 84 | $15.7M | $180,376 | $466,832 |
| 2022 | 87 | $13.9M | $184,507 | $473,088 |
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 |
|---|---|---|---|---|
| CATALANO, CABOOR, & CO. | Auditor | — | — | $0 |
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 | $17,209 | $17,209 | — | — | — |
| 2023 | -$204 | — | -$204 | — | — |
| 2022 | $2,666 | — | $2,666 | — | — |