# Huber + Suhner North America Corporation 401(k) Plan
Source: https://planprovider.pro/companies/huber-suhner-north-america-corporation-401k-plan

> Huber + Suhner North America Corporation's 401(k) plan: 174 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Huber + Suhner North America Corporation

- **Sponsor EIN:** 043024588

- **Sponsor Address:** 3540 TORINGDON WAY, SUITE 560, CHARLOTTE, NC, 28277

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

- **Total Participants:** 174

- **Total Assets:** $43.8M

## 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|174|$43.8M|$1.7M|$1.9M|

| 2023|186|$37.2M|$1.5M|$1.8M|

| 2022|193|$31.9M|$1.9M|$1.7M|

## 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|

| MCSOLEY MCCOY & COMPANY|Auditor|—|—|$0|

## 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|$118,430|—|$118,430|—|—|

| 2023|$103,867|—|$103,867|—|—|

| 2022|$117,491|—|$117,111|—|—|

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