# Hoehn Motors, INC. 401(k) Plan
Source: https://planprovider.pro/companies/hoehn-motors-inc-401k-plan

> Hoehn Motors, INC.'s 401(k) plan: 412 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hoehn Motors, INC.

- **Sponsor EIN:** 620628782

- **Sponsor Address:** PO BOX 789, CARLSBAD, CA, 92018

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

- **Total Participants:** 412

- **Total Assets:** $26.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|412|$26.0M|$0|$2.7M|

| 2023|416|$22.6M|$42,620|$2.4M|

| 2022|390|$18.5M|$958|$2.1M|

## 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|

| MORGANSTANLEYSMITHBARNEYLLC|INVESTMENT ADVISOR|$59,318|—|$59,318|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$42,900|—|$42,900|

| FORVIS MAZARS|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGANSTANLEYSMITHBARNEYLLC](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [FORVIS MAZARS](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $102,218

- **Estimated Expense Ratio:** 0.394% 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|$102,218|$59,318|—|—|—|

| 2023|$90,173|$47,625|—|$8,925|—|

| 2022|$54,578|—|—|—|—|

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