Plan Snapshot
- Plan Sponsor: Hexatronic Us Holding, INC.
- Sponsor EIN: 872852663
- Sponsor Address: 4040 FINN WAY, SUITE 240, LEXINGTON, KY, 40517
- Plan Type: 401(k)
- Total Participants: 637
- Total Assets: $18.4M
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 | 637 | $18.4M | $965,670 | $1.8M |
| 2023 | 534 | $14.3M | $846,835 | $1.4M |
| 2022 | 328 | $10.0M | $185,975 | $288,223 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $41,954 | — | $41,954 |
| GLOBAL RETIREMENT PARTNERS LLC | ADVISOR | $21,256 | — | $21,256 |
| WELLTH ADVISORY SERVICES LLC | ADVISOR | $14,947 | — | $14,947 |
| CBIZCPASP.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- GLOBAL RETIREMENT PARTNERS LLC — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $78,157
- Estimated Expense Ratio: 0.425% 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 | $81,959 | $40,005 | — | — | — |
| 2023 | $62,746 | $29,239 | — | — | — |
| 2022 | $51,768 | — | $9,610 | — | — |