# Hendricks Holding Co., INC. 401(k) Plan
Source: https://planprovider.pro/companies/hendricks-holding-co-inc-401k-plan

> Hendricks Holding Co., INC.'s 401(k) plan: 2,198 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — TRUSTEE

- [GALLAGHER FIDUCIARY ADVISORS, LLC](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — INVESTMENT ADVISOR

- [WIPFLI LLP](https://planprovider.pro/provider/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|

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