Plan Snapshot
- Plan Sponsor: Humach, LLC
- Sponsor EIN: 814369771
- Sponsor Address: 210 JONES STREET, SUITE 200, DUBUQUE, IA, 52001
- Plan Type: 401(k)
- Total Participants: 89
- Total Assets: $4.4M
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 | 89 | $4.4M | $0 | $290,312 |
| 2023 | 130 | $4.0M | $109,425 | $307,592 |
| 2022 | 198 | $3.2M | $0 | $289,729 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | 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 | $405,520 | — | $17,168 | — | — |
| 2023 | $181,659 | — | $19,805 | — | — |
| 2022 | $19,224 | $718 | — | — | — |