# Houff Transfer, INC. 401(k) Plan
Source: https://planprovider.pro/companies/houff-transfer-inc-401k-plan

> Houff Transfer, INC.'s 401(k) plan: 99 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Houff Transfer, INC.

- **Sponsor EIN:** 540486013

- **Sponsor Address:** P.O. BOX 220, WEYERS CAVE, VA, 244860220

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

- **Total Participants:** 99

- **Total Assets:** $18.9M

## 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|99|$18.9M|$342,260|$444,030|

| 2023|104|$21.1M|$324,252|$471,623|

| 2022|112|$18.5M|$363,053|$574,865|

## 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|

| MORRIS & WELLS WEALTH MANAGEMENT|NONE|$41,411|—|$41,411|

| JANNEY MONTGOMERY SCOTT LLC|NONE|$34,731|—|$34,731|

| ELMORE, HUPP & COMPANY, PLC|NONE|$13,175|—|$13,175|

| ACTUARIAL BENEFITS & DESIGN COMPANY|NONE|$11,871|—|$11,871|

### Verified Provider Profiles

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

- [MORRIS & WELLS WEALTH MANAGEMENT](https://planprovider.pro/provider/morris-and-wells-wealth-management) — NONE

- [JANNEY MONTGOMERY SCOTT LLC](https://planprovider.pro/provider/janney-montgomery-scott-llc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $101,188

- **Estimated Expense Ratio:** 0.535% 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|$136,710|$76,151|$11,871|$13,175|—|

| 2023|$140,231|$77,419|—|—|—|

| 2022|$151,773|$89,678|—|—|$62,095|

## Similar Plans

- [Tforce Holdings Usa, INC.](https://planprovider.pro/companies/tforce-holdings-usa-inc-401k-plan-002) — 2,428 participants

- [Tforce Freight, INC](https://planprovider.pro/companies/tforce-freight-inc-plan-001) — 6,513 participants

- [Tforce Freight, INC](https://planprovider.pro/companies/tforce-freight-inc-plan-004) — 6,559 participants

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

© 2026 PlanProvider.Pro