# Hni Corporation 401(k) Plan
Source: https://planprovider.pro/companies/hni-corporation-401k-plan

> Hni Corporation's 401(k) plan: 6,819 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hni Corporation

- **Sponsor EIN:** 420617510

- **Sponsor Address:** PO BOX 1109, MUSCATINE, IA, 527610071

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

- **Total Participants:** 6,819

- **Total Assets:** $1.5B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|6,819|$1.5B|$25.4M|$39.4M|

| 2023|5,550|$1.0B|$27.7M|$37.8M|

| 2022|6,526|$895.0M|$72.0M|$0|

## 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|$321,495|—|$321,495|

| CAPFINANCIAL PARTNERS, LLC.|INVESTMENT ADVISOR|$122,835|—|$122,835|

| FGMK, LLC|ACCOUNTANT/AUDITOR|$68,000|—|$68,000|

| FGMK LLC|Auditor|$68,000|—|$68,000|

| ECONOMIC GROUP PENSION SERVICES, I|OTHER SERVICES|$22,830|—|$22,830|

| BAKER TILLY US, LLP|OTHER SERVICES|$10,250|—|$10,250|

### 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

- [FGMK, LLC](https://planprovider.pro/provider/fgmk-llc) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $613,410

- **Estimated Expense Ratio:** 0.042% 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|$536,561|$122,835|—|$68,000|—|

| 2023|$612,636|$118,111|—|$63,484|—|

| 2022|$688,289|$113,568|—|—|$574,721|

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