Plan Snapshot
- Plan Sponsor: Honkamp Krueger & Co., P.C.
- Sponsor EIN: 420946155
- Sponsor Address: 2345 JOHN F KENNEDY ROAD, DUBUQUE, IA, 52002
- Plan Type: 401(k)
- Total Participants: 347
- Total Assets: $66.3M
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 | 347 | $66.3M | $1.1M | $2.6M |
| 2023 | 336 | $58.3M | $865,719 | $2.3M |
| 2022 | 258 | $48.3M | $698,300 | $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 |
|---|---|---|---|---|
| AVANTAX RETIREMENT PLAN SERVCIES | N/A | $129,708 | — | $129,708 |
| OLSEN THIELEN & CO., LTD | Auditor | $10,681 | — | $10,681 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AVANTAX RETIREMENT PLAN SERVCIES — N/A
- OLSEN THIELEN & CO., LTD — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $140,389
- Estimated Expense Ratio: 0.212% 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 | $129,708 | — | — | $10,681 | — |
| 2023 | $93,240 | — | — | $819 | — |
| 2022 | $78,597 | — | — | — | — |