Plan Snapshot
- Plan Sponsor: Hellermanntyton Corporation
- Sponsor EIN: 391154824
- Sponsor Address: 7930 NORTH FAULKNER ROAD, MILWAUKEE, WI, 53224
- Plan Type: 401(k)
- Total Participants: 785
- Total Assets: $100.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 785 | $100.5M | $3.1M | $4.8M |
| 2023 | 787 | $89.6M | $2.9M | $4.4M |
| 2022 | 720 | $79.0M | $2.8M | $3.8M |
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 |
|---|---|---|---|---|
| BAKER TILLY | Auditor | $34,650 | — | $34,650 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,650
- Estimated Expense Ratio: 0.034% 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 | $173,023 | $53,630 | — | $34,650 | — |
| 2023 | $146,731 | $50,204 | — | $28,350 | — |
| 2022 | $297,176 | $49,420 | $247,756 | — | — |