# Hexatronic Us Holding, INC. 401(k) Plan
Source: https://planprovider.pro/companies/hexatronic-us-holding-inc-401k-plan

> Hexatronic Us Holding, INC.'s 401(k) plan: 637 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/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|—|—|

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