Plan Snapshot
- Plan Sponsor: Ho-Chunk, INC.
- Sponsor EIN: 470784077
- Sponsor Address: 818 ST. AUGUSTINES DRIVE,, WINNEBAGO, NE, 68071
- Plan Type: 401(k)
- Total Participants: 1,481
- Total Assets: $82.0M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,481 | $82.0M | $4.1M | $9.4M |
| 2023 | 1,350 | $71.3M | $4.2M | $9.6M |
| 2022 | 1,328 | $54.3M | $3.9M | $8.9M |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | Recordkeeper | $167,943 | — | $167,943 |
| OSAIC WEALTH, INC. | Investment Advisor | $142,900 | — | $142,900 |
| WOODBURY FINANCIAL SERVICES, INC. | Other Service Provider | $41,887 | — | $41,887 |
| CHARLES SCHWAB TRUST BANK | Recordkeeper | — | $29,872 | $29,872 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — Recordkeeper
- OSAIC WEALTH, INC. — Investment Advisor
- CHARLES SCHWAB TRUST BANK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $382,602
- Estimated Expense Ratio: 0.467% 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 | $352,944 | — | $352,944 | — | — |
| 2023 | $291,922 | — | $291,922 | — | — |
| 2022 | $285,082 | — | $285,082 | — | — |