Plan Snapshot
- Plan Sponsor: Husco International, INC.
- Sponsor EIN: 391531107
- Sponsor Address: 2239 PEWAUKEE ROAD, WAUKESHA, WI, 53188
- Plan Type: 401(k)
- Total Participants: 726
- Total Assets: $128.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 726 | $128.1M | $2.9M | $5.1M |
| 2023 | 766 | $111.6M | $3.0M | $5.0M |
| 2022 | 742 | $93.8M | $2.8M | $4.6M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | Other Service Provider | $89,305 | — | $89,305 |
| LPL FINANCIAL | Other Service Provider | $60,000 | — | $60,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $149,305
- Estimated Expense Ratio: 0.117% 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 | $149,305 | $60,000 | — | — | — |
| 2023 | $134,360 | $49,200 | — | — | — |
| 2022 | $59,585 | — | — | — | $48,300 |