Plan Snapshot
- Plan Sponsor: Huffy Holdings INC.
- Sponsor EIN: 824842674
- Sponsor Address: 8877 GANDER CREEK DRIVE, MIAMISBURG, OH, 45342
- Plan Type: 401(k)
- Total Participants: 172
- Total Assets: $20.6M
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 | 172 | $20.6M | $321,968 | $1.1M |
| 2023 | 166 | $20.6M | $306,194 | $1.0M |
| 2022 | 143 | $20.4M | $318,495 | $1.2M |
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 |
|---|---|---|---|---|
| CLARK, SCHAEFER, HACKETT & CO | 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 | $58,010 | — | — | — | — |
| 2023 | $64,307 | $12,500 | $21,086 | — | — |
| 2022 | $75,786 | $20,500 | $21,902 | — | — |