Plan Snapshot
- Plan Sponsor: Havco Wood Products LLC
- Sponsor EIN: 510416600
- Sponsor Address: P.O. BOX 1342, CAPE GIRARDEAU, MO, 63702
- Plan Type: 401(k)
- Total Participants: 503
- Total Assets: $29.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 503 | $29.0M | $825,743 | $1.3M |
| 2023 | 747 | $28.7M | $1.0M | $1.5M |
| 2022 | 780 | $25.9M | $967,330 | $1.4M |
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 |
|---|---|---|---|---|
| STANLEY DIRNBERGER HOPPER & ASS | 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 | $106,115 | $30,000 | — | — | — |
| 2023 | $95,818 | $30,000 | — | — | — |
| 2022 | $180,665 | $117,632 | $63,033 | — | — |