Plan Snapshot
- Plan Sponsor: Huf North America
- Sponsor EIN: 621603553
- Sponsor Address: 395 T ELMER COX DR, GREENVILLE, TN, 377433034
- Plan Type: 401(k)
- Total Participants: 270
- Total Assets: $24.1M
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 | 270 | $24.1M | $402,189 | $1.6M |
| 2023 | 283 | $23.9M | $354,029 | $1.4M |
| 2022 | 278 | $21.3M | $372,984 | $1.4M |
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 | $104,179 | — | $104,179 |
| MORGAN STANLEY GLOBAL BANKING OPERA | OTHER SERVICES | — | $43,450 | $43,450 |
| REILLY PENNER AND BENTON, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY GLOBAL BANKING OPERA — OTHER SERVICES
- REILLY PENNER AND BENTON, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $147,629
- Estimated Expense Ratio: 0.614% 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 | $104,180 | — | $104,180 | — | — |
| 2023 | $93,238 | — | $93,238 | — | — |
| 2022 | $105,096 | — | $105,096 | — | — |