# Hupy And Abraham, S.C. 401(k) Plan
Source: https://planprovider.pro/companies/hupy-and-abraham-s-c-401k-plan

> Hupy And Abraham, S.C.'s 401(k) plan: 159 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/cliftonlarsonallen-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|—|—|

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