Plan Snapshot
- Plan Sponsor: Hk Cooperative, INC Dba J. H. Routh Packing Company
- Sponsor EIN: 844799357
- Sponsor Address: 4413 W. BOGART ROAD, SANDUSKY, OH, 44870
- Plan Type: 401(k)
- Total Participants: 170
- Total Assets: $1.3M
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 | 170 | $1.3M | $1,287 | $74,057 |
| 2023 | 157 | $1.2M | $75,401 | $86,472 |
| 2022 | 92 | $1.4M | $148,926 | $109,104 |
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 |
|---|---|---|---|---|
| PAYNE NICKLES & COMPANY, CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYNE NICKLES & COMPANY, CPAS — Auditor
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 | $10,266 | $2,931 | — | — | — |
| 2023 | $9,581 | $2,666 | $4,675 | — | — |
| 2022 | $10,492 | $3,412 | $6,398 | — | — |