Plan Snapshot
- Plan Sponsor: Horschel Brothers Precision, LLC
- Sponsor EIN: 161471326
- Sponsor Address: 180 ZOAR VALLEY RD, SPRINGVILLE, NY, 141419248
- Plan Type: 401(k)
- Total Participants: 125
- Total Assets: $12.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 125 | $12.0M | $98,227 | $481,349 |
| 2023 | 129 | $10.8M | $93,802 | $471,187 |
| 2022 | 128 | $9.0M | $79,572 | $398,128 |
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 |
|---|---|---|---|---|
| BUFFAMANTE WHIPPLE BUTTAFARO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BUFFAMANTE WHIPPLE BUTTAFARO — Auditor
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 | $8,245 | $8,245 | — | — | — |
| 2023 | $10,925 | $10,774 | — | — | — |
| 2022 | $9,787 | $9,787 | — | — | — |