# Head Usa, INC. 401(k) Plan
Source: https://planprovider.pro/companies/head-usa-inc-plan-001

> Head Usa, INC.'s 401(k) plan: 134 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Head Usa, INC.

- **Sponsor EIN:** 521842459

- **Sponsor Address:** 306 S 45TH AVE, PHOENIX, AZ, 850433913

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

- **Total Participants:** 134

- **Total Assets:** $19.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|134|$19.7M|$422,249|$809,995|

| 2023|132|$19.0M|$389,076|$737,562|

| 2022|115|$16.2M|$340,025|$641,280|

## 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|

| TULL, FORSBERG & OLSON, PLC|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|$50,985|—|$50,985|—|—|

| 2023|$9,980|—|$9,980|—|—|

| 2022|$20,164|—|$20,164|—|—|

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