Plan Snapshot
- Plan Sponsor: Huseby, LLC
- Sponsor EIN: 311763752
- Sponsor Address: 1230 WEST MOREHEAD ST., SUITE 408, CHARLOTTE, NC, 282085210
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 154 | $7.6M | $368,634 | $1.1M |
| 2023 | 145 | $5.8M | $299,474 | $886,757 |
| 2022 | 132 | $4.2M | $246,528 | $735,579 |
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 |
|---|---|---|---|---|
| MELISSA G. CRITCHER, CPA, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MELISSA G. CRITCHER, CPA, PC — 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 |
|---|---|---|---|---|---|
| 2025 | $15,217 | — | $15,217 | — | — |
| 2024 | $56,764 | — | $56,764 | — | — |
| 2023 | $42,953 | — | $42,953 | — | — |
| 2022 | $33,919 | — | $33,919 | — | — |