# Hattenhauer Distributing Co. DC Plan
Source: https://planprovider.pro/companies/hattenhauer-distributing-co-plan

> Hattenhauer Distributing Co.'s DC plan: 113 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hattenhauer Distributing Co.

- **Sponsor EIN:** 930962905

- **Sponsor Address:** P.O. BOX 1397, THE DALLES, OR, 97058

- **Plan Type:** DC

- **Total Participants:** 113

- **Total Assets:** $2.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|113|$2.8M|$365,000|$0|

| 2023|102|$2.4M|$359,229|$0|

| 2022|101|$2.1M|$345,823|$0|

## 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|

| ZUNA, LLC|INVESTMENT ADVISOR|$11,375|—|$11,375|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $11,375

- **Estimated Expense Ratio:** 0.407% 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|$14,300|$11,375|$825|—|—|

| 2023|$13,307|$9,996|$1,000|—|—|

| 2022|$12,343|—|$925|—|$11,418|

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