# Henricksen & Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/henricksen-company-inc-401k-plan

> Henricksen & Company, INC.'s 401(k) plan: 351 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Henricksen & Company, INC.

- **Sponsor EIN:** 362649935

- **Sponsor Address:** 1101 W. THORNDALE AVENUE, ITASCA, IL, 60143

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

- **Total Participants:** 351

- **Total Assets:** $68.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|351|$68.1M|$501,752|$4.1M|

| 2023|316|$61.8M|$586,231|$3.8M|

| 2022|324|$52.7M|$497,932|$3.0M|

## 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|

| ONEDIGITAL INVESTMENT ADVISORS LLC|ADVISOR/INVESTMENT ADV|$74,897|—|$74,897|

| SIKICH CPA LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ONEDIGITAL INVESTMENT ADVISORS LLC](https://planprovider.pro/provider/epic-retirement-plan-services) — ADVISOR/INVESTMENT ADV

- [SIKICH CPA LLC](https://planprovider.pro/provider/sikich-cpa-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $74,897

- **Estimated Expense Ratio:** 0.110% 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|$2,970|$74,897|—|—|—|

| 2023|$4,538|—|$300|—|—|

| 2022|$7,947|—|—|—|—|

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