# Hoober, INC. 401(k) Plan
Source: https://planprovider.pro/companies/hoober-inc-401k-plan

> Hoober, INC.'s 401(k) plan: 361 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hoober, INC.

- **Sponsor EIN:** 204046036

- **Sponsor Address:** 3452 OLD PHILADELPHIA PIKE, INTERCOURSE, PA, 17534

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

- **Total Participants:** 361

- **Total Assets:** $40.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|361|$40.2M|$984,384|$1.3M|

| 2023|362|$35.0M|$956,019|$1.2M|

| 2022|301|$29.4M|$843,165|$1.2M|

## 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|

| PNC INSTITUTIONAL ASSET MANAGEMENT|ADVISOR|$37,317|—|$37,317|

| NEWPORT GROUP, INC.|RECORDKEEPER|$25,860|—|$25,860|

| NEWPORT TRUST COMPANY|TRUSTEE|$11,195|—|$11,195|

| BROWN SCHULTZ SHERIDAN FRITZ|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BROWN SCHULTZ SHERIDAN FRITZ](https://planprovider.pro/provider/brown-plus) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $74,372

- **Estimated Expense Ratio:** 0.185% 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|$74,372|$37,317|$20,415|—|—|

| 2023|$60,693|$31,150|$16,793|—|—|

| 2022|$60,336|$13,912|$42,267|—|$4,157|

## Similar Plans

- [Mellott Company, LLC](https://planprovider.pro/companies/mellott-company-llc-401k-plan) — 365 participants

- [Cleveland Brothers Holdings, INC.](https://planprovider.pro/companies/cleveland-brothers-holdings-inc-plan) — 346 participants

- [H&K Equipment, INC](https://planprovider.pro/companies/h-k-equipment-inc-401k-plan) — 337 participants

- [Curry Supply Company, INC.](https://planprovider.pro/companies/curry-supply-company-inc-401k-plan) — 407 participants

- [Lift, INC.](https://planprovider.pro/companies/lift-inc-401k-plan-001-4915) — 427 participants

- [Rs Integrated Supply Us](https://planprovider.pro/companies/synovos-inc-401k-plan) — 541 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/hoober-inc-401k-plan)

© 2026 PlanProvider.Pro