Plan Snapshot
- Plan Sponsor: Hentzen Coatings, INC.
- Sponsor EIN: 390714410
- Sponsor Address: 6937 W. MILL ROAD, MILWAUKEE, WI, 53218
- Plan Type: 401(k)
- Total Participants: 328
- Total Assets: $38.9M
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 | 328 | $38.9M | $1.7M | $1.9M |
| 2023 | 301 | $33.3M | $664,841 | $1.8M |
| 2022 | 308 | $31.7M | $486,655 | $1.6M |
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 |
|---|---|---|---|---|
| SPECTRUM INVESTMENT ADVISORS INC | ADVISOR | $57,659 | — | $57,659 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $9,354 | — | $9,354 |
| REILLY, PENNER & BENTON, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- REILLY, PENNER & BENTON, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $67,013
- Estimated Expense Ratio: 0.172% 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 | $67,013 | $57,659 | — | — | — |
| 2023 | $69,001 | $54,976 | — | — | — |
| 2022 | $65,299 | — | — | — | — |