Plan Snapshot
- Plan Sponsor: Hougen Manufacturing INC
- Sponsor EIN: 381610348
- Sponsor Address: 3001 HOUGEN DRIVE, SWARTZ CREEK, MI, 48473
- Plan Type: 401(k)
- Total Participants: 108
- Total Assets: $22.3M
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 | 108 | $22.3M | $296,602 | $338,113 |
| 2023 | 116 | $21.0M | $304,137 | $337,620 |
| 2022 | 97 | $19.0M | $281,149 | $358,159 |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — 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 | $2,690 | — | $2,690 | — | — |
| 2023 | $3,137 | — | $3,137 | — | — |
| 2022 | $9,104 | — | $9,104 | — | — |