Plan Snapshot
- Plan Sponsor: Hope Haven, INC.
- Sponsor EIN: 420890017
- Sponsor Address: 1800 19TH STREET, ROCK VALLEY, IA, 51247
- Plan Type: 401(k)
- Total Participants: 698
- Total Assets: $26.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 698 | $26.2M | $1.2M | $1.2M |
| 2023 | 675 | $23.1M | $916,905 | $1.2M |
| 2022 | 689 | $19.6M | $989,451 | $1.3M |
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 |
|---|---|---|---|---|
| KROESE AND KROESE | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $140,428 | $110,891 | $29,537 | — | — |
| 2023 | $118,291 | $43,862 | $74,429 | — | — |
| 2022 | $66,658 | — | — | — | — |