Plan Snapshot
- Plan Sponsor: Housby Mack, INC.
- Sponsor EIN: 420947935
- Sponsor Address: 4747 NE 14TH STREET, DES MOINES, IA, 50313
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 252 | $12.2M | $469,653 | $1.2M |
| 2023 | 238 | $10.4M | $376,160 | $1.1M |
| 2022 | 206 | $7.9M | $360,074 | $874,553 |
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 |
|---|---|---|---|---|
| WELLS FARGO ADVISORS LLC | Investment Advisor | $38,804 | — | $38,804 |
| THE FINWAY GROUP | Recordkeeper | $33,209 | — | $33,209 |
| EMPOWER ANNUITY INS CO OF AMERICA | Recordkeeper | $25,215 | — | $25,215 |
| SKIBBIE CPA, INC. | Auditor | $7,500 | — | $7,500 |
| WORLD INVESTMENT ADVISORS | Other Service Provider | $5,619 | — | $5,619 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $110,347
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 |
|---|---|---|---|---|---|
| 2025 | $2,693,818 | — | $126,080 | — | — |
| 2024 | $105,190 | $48,646 | $31,329 | — | — |
| 2023 | $77,147 | $29,110 | $21,971 | $7,000 | — |
| 2022 | $68,489 | — | — | — | $68,489 |