Plan Snapshot
- Plan Sponsor: Hi-Lo Industries, INC.
- Sponsor EIN: 480846941
- Sponsor Address: PO BOX 888, CHANUTE, KS, 667200888
- Plan Type: 401(k)
- Total Participants: 206
- Total Assets: $5.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 206 | $5.5M | $137,080 | $421,771 |
| 2023 | 220 | $5.7M | $125,218 | $410,041 |
| 2022 | 229 | $4.3M | $127,035 | $390,337 |
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 |
|---|---|---|---|---|
| ALLEN GIBBS & HOULIK LC | 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 | $14,871 | — | $14,871 | — | — |
| 2023 | $11,728 | $11,728 | — | — | — |
| 2022 | $11,098 | $11,098 | — | — | — |