Plan Snapshot
- Plan Sponsor: Huisman North America Services, LLC
- Sponsor EIN: 263624863
- Sponsor Address: 2502 WEHRING RD, ROSENBERG, TX, 77471
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 46
- Total Assets: $2,494
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 46 | $2,494 | $381,229 | $77,905 |
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 |
|---|---|---|---|---|
| ALLIED BENEFIT SYSTEMS | Other Service Provider | $36,873 | — | $36,873 |
| HOTCHKISS INSURANCE | Investment Advisor | $33,780 | — | $33,780 |
| THE BENECON GROUP | Investment Advisor | $17,656 | — | $17,656 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $88,309
- Estimated Expense Ratio: 3540.858% 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 | $540,415 | — | — | — | — |