Plan Snapshot
- Plan Sponsor: Htt, INC.
- Sponsor EIN: 391530356
- Sponsor Address: 1828 OAKLAND AVENUE, SHEBOYGAN, WI, 53081
- Plan Type: 401(k)
- Total Participants: 123
- Total Assets: $5.6M
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 | 123 | $5.6M | $177,873 | $466,891 |
| 2023 | 125 | $5.6M | $240,837 | $493,168 |
| 2022 | 169 | $5.0M | $281,810 | $544,766 |
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 | Recordkeeper | $29,687 | — | $29,687 |
| RBC CAPITAL MARKETS LLC | Investment Advisor | — | $22,429 | $22,429 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RBC CAPITAL MARKETS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,116
- Estimated Expense Ratio: 0.930% 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 | $29,688 | — | $29,688 | — | — |
| 2023 | $36,009 | — | $36,009 | — | — |
| 2022 | $43,258 | — | $43,258 | — | — |