Plan Snapshot
- Plan Sponsor: Hupy And Abraham, S.C.
- Sponsor EIN: 391211548
- Sponsor Address: 111 EAST KILBOURN AVENUE SUITE 1100, MILWAUKEE, WI, 53202
- Plan Type: 401(k)
- Total Participants: 159
- Total Assets: $18.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 159 | $18.4M | $443,423 | $754,367 |
| 2023 | 145 | $15.9M | $438,681 | $768,135 |
| 2022 | 145 | $13.1M | $414,937 | $764,471 |
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 |
|---|---|---|---|---|
| CLITONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLITONLARSONALLEN LLP — Auditor
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 | $102,956 | $64,211 | $12,474 | — | — |
| 2023 | $89,924 | $32,565 | $11,622 | — | — |
| 2022 | $60,378 | — | $60,378 | — | — |