# Howley Bread Group, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/howley-bread-group-ltd-plan-001

> Howley Bread Group, Ltd.&#39;s 401(k) plan: 390 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Howley Bread Group, Ltd.

- **Sponsor EIN:** 341921619

- **Sponsor Address:** 159 CROCKER PARK BLVD, WESTLAKE, OH, 441458132

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

- **Total Participants:** 390

- **Total Assets:** $5.6M

## 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|390|$5.6M|$157,440|$282,829|

| 2023|373|$5.0M|$157,074|$272,620|

| 2022|353|$4.4M|$144,366|$241,068|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$18,636|—|$18,636|

| HIGHLAND CONSULTING ASSO|INVESTMENT ADVISORY|$13,121|—|$13,121|

| SIKICH CPA LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SIKICH CPA LLC](https://planprovider.pro/provider/sikich-cpa-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $31,757

- **Estimated Expense Ratio:** 0.565% 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|$31,757|$13,121|$18,636|—|—|

| 2023|$27,604|$12,213|$15,391|—|—|

| 2022|$30,949|$16,375|$14,574|—|—|

## Similar Plans

- [Skyline Chili, LLC](https://planprovider.pro/companies/skyline-chili-llc-401k-plan) — 443 participants

- [Skyline Chili, LLC](https://planprovider.pro/companies/skyline-chili-llc-401k-plan-002) — 455 participants

- [Covelli Family Limited Partnership](https://planprovider.pro/companies/covelli-family-limited-partnership-401k-plan) — 474 participants

- [Holowicki Enterprises Dba Mcdonalds](https://planprovider.pro/companies/holowicki-enterprises-dba-mcdonalds-401k-plan) — 532 participants

- [The Dave Thomas Family Companies, LLC](https://planprovider.pro/companies/the-dave-thomas-family-companies-llc-401k-plan) — 548 participants

- [City Barbeque](https://planprovider.pro/companies/city-barbeque-401k-plan) — 1,249 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/howley-bread-group-ltd-plan-001)

&copy; 2026 PlanProvider.Pro
