Plan Snapshot
- Plan Sponsor: Hazelett Strip-Casting Corporation
- Sponsor EIN: 030197228
- Sponsor Address: 135 WEST LAKESHORE DRIVE, COLCHESTER, VT, 054460600
- Plan Type: 401(k)
- Total Participants: 149
- Total Assets: $30.0M
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 | 149 | $30.0M | $404,850 | $994,551 |
| 2023 | 136 | $27.8M | $374,321 | $936,587 |
| 2022 | 138 | $24.8M | $407,345 | $1.0M |
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 |
|---|---|---|---|---|
| SIKICH CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA LLC — Auditor
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 | $37,258 | $27,024 | — | — | — |
| 2023 | $33,793 | $26,237 | — | — | — |
| 2022 | $47,748 | $45,227 | $2,521 | — | — |