Plan Snapshot
- Plan Sponsor: Henry Rac Holding Corp
- Sponsor EIN: 113337304
- Sponsor Address: 107 W COLEMAN ST, RICE LAKE, WI, 54868
- Plan Type: 401(k)
- Total Participants: 835
- Total Assets: $9.2M
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 | 835 | $9.2M | $577,790 | $1.7M |
| 2023 | 769 | $6.4M | $470,472 | $1.4M |
| 2022 | 636 | $3.9M | $328,612 | $963,958 |
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 |
|---|---|---|---|---|
| HANCOCK & ROBINSON CPAS | Auditor | — | — | $0 |
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 | $69,631 | — | $69,631 | — | — |
| 2023 | $44,916 | — | $44,916 | — | — |
| 2022 | $30,986 | — | $30,986 | — | — |