Plan Snapshot
- Plan Sponsor: Hendricks Holding Co., INC.
- Sponsor EIN: 392016366
- Sponsor Address: 690 3RD STREET, SUITE 300, BELOIT, WI, 53511
- Plan Type: 401(k)
- Total Participants: 2,198
- Total Assets: $73.6M
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 | 2,198 | $73.6M | $3.7M | $7.1M |
| 2023 | 2,329 | $61.9M | $4.1M | $7.2M |
| 2022 | 2,793 | $73.1M | $2.6M | $7.2M |
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 |
|---|---|---|---|---|
| ALLIANCE PENSION CONSULTANTS, LLC | RECORDKEEPER | $113,637 | — | $113,637 |
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORD KEEPER | $45,758 | — | $45,758 |
| CHARLES SCHWAB TRUST BANK | TRUSTEE | $33,639 | — | $33,639 |
| GALLAGHER FIDUCIARY ADVISORS, LLC | INVESTMENT ADVISOR | $18,750 | — | $18,750 |
| WIPFLI LLP | AUDITOR | $14,000 | — | $14,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORD KEEPER
- CHARLES SCHWAB TRUST BANK — TRUSTEE
- GALLAGHER FIDUCIARY ADVISORS, LLC — INVESTMENT ADVISOR
- WIPFLI LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $225,784
- Estimated Expense Ratio: 0.307% 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 | $226,327 | $18,750 | — | $14,000 | — |
| 2023 | $237,178 | $50,000 | — | $9,000 | — |
| 2022 | $261,608 | $50,000 | — | — | $211,608 |