Plan Snapshot
- Plan Sponsor: Hausmann Group, INC.
- Sponsor EIN: 391090217
- Sponsor Address: PO BOX 259408, MADISON, WI, 537259408
- Plan Type: 401(k)
- Total Participants: 115
- Total Assets: $35.4M
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 | 115 | $35.4M | $710,579 | $1.1M |
| 2023 | 167 | $36.3M | $610,597 | $956,774 |
| 2022 | 96 | $23.6M | $435,621 | $744,427 |
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 |
|---|---|---|---|---|
| SVA CERTIFIED PUBLIC ACCOUNTANTS SC | 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 | $11,257 | $6,682 | $4,225 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |