# Henley Enterprises, INC. 401(k) Plan
Source: https://planprovider.pro/companies/henley-enterprises-inc-plan-001

> Henley Enterprises, INC.'s 401(k) plan: 3,062 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Henley Enterprises, INC.

- **Sponsor EIN:** 043036456

- **Sponsor Address:** 54 JACONNET STREET, NEWTON HIGHLANDS, MA, 02461

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

- **Total Participants:** 3,062

- **Total Assets:** $53.8M

## 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|3,062|$53.8M|$3.7M|$4.7M|

| 2023|2,814|$43.3M|$3.3M|$4.2M|

| 2022|2,580|$33.4M|$2.8M|$3.6M|

## 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|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — 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|$200,184|$30,000|$73,498|—|—|

| 2023|$200,108|$29,998|$85,078|—|—|

| 2022|$317,341|$30,000|$279,817|—|$7,524|

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