Plan Snapshot
- Plan Sponsor: Hoshizaki Usa Holdings, INC.
- Sponsor EIN: 841700461
- Sponsor Address: 618 HIGHWAY 74 S, PEACHTREE CITY, GA, 30269
- Plan Type: 401(k)
- Total Participants: 1,731
- Total Assets: $117.0M
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 | 1,731 | $117.0M | $5.2M | $5.7M |
| 2023 | 1,396 | $106.6M | $4.6M | $4.9M |
| 2022 | 1,996 | $87.0M | $4.2M | $4.7M |
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 |
|---|---|---|---|---|
| SMITH AND HOWARD | 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 | $177,699 | $53,821 | — | — | — |
| 2023 | $136,330 | $44,332 | $1,200 | — | — |
| 2022 | $106,208 | $36,371 | — | — | — |