Plan Snapshot
- Plan Sponsor: Haug Partners LLP
- Sponsor EIN: 133963911
- Sponsor Address: 745 FIFTH AVENUE, 10TH FLOOR, NEW YORK, NY, 10151
- Plan Type: 401(k)
- Total Participants: 69
- Total Assets: $54.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 69 | $54.6M | $753,907 | $1.1M |
| 2023 | 85 | $52.7M | $941,459 | $1.2M |
| 2022 | 83 | $44.7M | $871,756 | $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 |
|---|---|---|---|---|
| SENTINEL PENSION ADVISORS | N/A | $21,227 | — | $21,227 |
| SENTINEL BENEFITS GROUP LLC | N/A | $17,214 | — | $17,214 |
| BORIS BENIC AND ASSOCIATES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SENTINEL PENSION ADVISORS — N/A
- SENTINEL BENEFITS GROUP LLC — N/A
- BORIS BENIC AND ASSOCIATES LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,441
- Estimated Expense Ratio: 0.070% 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 | $42,923 | $21,227 | — | — | — |
| 2023 | $10,923 | $9,610 | — | — | — |
| 2022 | $11,055 | — | $11,055 | — | — |