Plan Snapshot
- Plan Sponsor: Hultafors Group Us Holdco LLC
- Sponsor EIN: 384080874
- Sponsor Address: 6333 W. DONGES BAY ROAD, MEQUON, WI, 53092
- Plan Type: 401(k)
- Total Participants: 125
- Total Assets: $10.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 125 | $10.0M | $250,996 | $524,137 |
| 2023 | 125 | $10.4M | $252,425 | $523,446 |
| 2022 | 47 | $3.5M | $30,069 | $195,035 |
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 |
|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES LLC DB | Investment Advisor | $15,087 | — | $15,087 |
| THE MANDMARBLESTONE GROUP LLC | Other Service Provider | $8,611 | — | $8,611 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,698
- Estimated Expense Ratio: 0.237% 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 | $26,122 | — | $26,122 | — | — |
| 2023 | $19,544 | — | $19,544 | — | — |
| 2022 | — | — | — | — | — |