# Haug Partners LLP 401(k) Plan
Source: https://planprovider.pro/companies/haug-partners-llp-401k-plan

> Haug Partners LLP's 401(k) plan: 69 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/sentinel-group) — N/A

- [SENTINEL BENEFITS GROUP LLC](https://planprovider.pro/provider/sentinel-group) — N/A

- [BORIS BENIC AND ASSOCIATES LLP](https://planprovider.pro/provider/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|—|—|

## Similar Plans

- [Nixon Peabody LLP](https://planprovider.pro/companies/nixon-peabody-llp-plan-027) — 308 participants

- [Nixon Peabody LLP](https://planprovider.pro/companies/nixon-peabody-llp-plan-026) — 308 participants

- [Kasowitz Benson Torres LLP](https://planprovider.pro/companies/kasowitz-benson-torres-llp-401k-plan-001) — 313 participants

- [Wilson, Elser, Moskowitz, Edelman & Dicker LLP](https://planprovider.pro/companies/wilson-elser-moskowitz-edelman-dicker-llp-plan) — 314 participants

- [Clifford Chance Us LLP](https://planprovider.pro/companies/clifford-chance-us-llp-plan-004) — 319 participants

- [Weil, Gotshal & Manges LLP](https://planprovider.pro/companies/weil-gotshal-manges-llp-plan-001) — 329 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/haug-partners-llp-401k-plan)

© 2026 PlanProvider.Pro