# Hoerbiger America Holding, INC. 401(k) Plan
Source: https://planprovider.pro/companies/hoerbiger-america-holding-inc-401k-plan

> Hoerbiger America Holding, INC.'s 401(k) plan: 1,112 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hoerbiger America Holding, INC.

- **Sponsor EIN:** 203965560

- **Sponsor Address:** 1191 EAST NEWPORT CENTER DRIVE SUIT, DEERFIELD BEACH, FL, 33442

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

- **Total Participants:** 1,112

- **Total Assets:** $192.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|1,112|$192.8M|$5.6M|$8.3M|

| 2023|957|$176.2M|$3.0M|$7.7M|

| 2022|966|$155.0M|$5.4M|$7.1M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|NONE|$171,159|—|$171,159|

| CREATIVE PLANNING LLC|NONE|$59,953|—|$59,953|

| EMPOWER ADVISORY GROUP, LLC|NONE|$46,246|—|$46,246|

| AHEARN JASCO + COMPANY PA|NONE|$20,000|—|$20,000|

| AHEARN JASCO COMPANY P.A.|Auditor|$20,000|—|$20,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $317,358

- **Estimated Expense Ratio:** 0.165% 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|$288,930|$46,246|$59,953|$20,000|—|

| 2023|$227,710|$93,206|—|—|—|

| 2022|$244,597|$87,191|$142,406|—|$15,000|

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