# Herkules Usa Corp 401(k) Plan
Source: https://planprovider.pro/companies/herkules-usa-corporation-inc-401k-plan

> Herkules Usa Corp's 401(k) plan: 110 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Herkules Usa Corp

- **Sponsor EIN:** 640717023

- **Sponsor Address:** 101 RIVER ST, FORD CITY, PA, 162261165

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

- **Total Participants:** 110

- **Total Assets:** $15.1M

## 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|110|$15.1M|$225,700|$703,885|

| 2023|105|$15.6M|$176,272|$660,774|

| 2022|97|$13.7M|$193,783|$589,870|

## 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|

| CAMBRIDGE INVESTMENT RESEARCH, INC.|INV ADVISOR|$34,923|—|$34,923|

| EMPOWER ANNUITY INS CO OF AMERICA|RECORDKEEPER|$29,836|—|$29,836|

| DUNCAN FINANCIAL GROUP LLC|CONTRACT ADMIN|$2,000|$8,333|$10,333|

| MAHER DUESSEL CPAS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MAHER DUESSEL CPAS](https://planprovider.pro/provider/maher-duessel) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $75,092

- **Estimated Expense Ratio:** 0.496% 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|$90,612|$11,449|$78,948|—|—|

| 2023|$68,192|$37,704|$9,030|—|—|

| 2022|$75,579|—|$75,579|—|—|

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