# Hawkins Ash Cpas, LLP 401(k) Plan
Source: https://planprovider.pro/companies/hawkins-ash-cpas-llp-401k-plan

> Hawkins Ash Cpas, LLP's 401(k) plan: 215 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hawkins Ash Cpas, LLP

- **Sponsor EIN:** 390912608

- **Sponsor Address:** 500 S 2ND ST, SUITE 200, LA CROSSE, WI, 54602

- **Plan Type:** 401(k)

- **Total Participants:** 215

- **Total Assets:** $34.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|215|$34.1M|$803,813|$1.9M|

| 2023|218|$28.1M|$767,766|$1.7M|

| 2022|176|$24.2M|$615,260|$1.5M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$40,469|—|$40,469|

| LEAFHOUSE|INVESTMENT ADVISOR|$23,347|—|$23,347|

| ISC FINANCIAL ADVISORS|INVESTMENT ADVISOR|$17,850|—|$17,850|

| KETEL THORSTENSON, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [KETEL THORSTENSON, LLP](https://planprovider.pro/provider/ketel-thorstenson-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $81,666

- **Estimated Expense Ratio:** 0.240% 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|$81,666|$41,197|—|—|—|

| 2023|$88,487|$61,113|—|—|—|

| 2022|$95,673|—|—|—|—|

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