Plan Snapshot
- Plan Sponsor: Husqvarna Consumer Outdoor Products N.A., INC.
- Sponsor EIN: 203600732
- Sponsor Address: 9335 HARRIS CORNERS PKWY, CHARLOTTE, NC, 282693818
- Plan Type: 401(k)
- Total Participants: 2,135
- Total Assets: $193.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 2,135 | $193.7M | $4.4M | $9.7M |
| 2023 | 2,621 | $220.9M | $4.6M | $9.7M |
| 2022 | 5,143 | $191.9M | $4.5M | $9.3M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $148,634 | — | $148,634 |
| STRATEGIC ADVISOR, INC. | INVESTMENT ADVISORY | $34,613 | — | $34,613 |
| AFS ADVISORS LLC | CONSULTING | $31,875 | — | $31,875 |
| NFP RETIREMENT INC. | INVESTMENT ADVISORY | $11,231 | $19 | $11,250 |
| FORVIS MAZARS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISOR, INC. — INVESTMENT ADVISORY
- NFP RETIREMENT INC. — INVESTMENT ADVISORY
- FORVIS MAZARS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $226,372
- 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 | $111,593 | $45,844 | $148,814 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |