Plan Snapshot
- Plan Sponsor: Naumann/Hobbs Material Handling, INC.
- Sponsor EIN: 364596041
- Sponsor Address: 4335 EAST WOOD STREET, PHOENIX, AZ, 85040
- Plan Type: 401(k)
- Total Participants: 319
- Total Assets: $11.2M
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 | 319 | $11.2M | $187,682 | $1.4M |
| 2023 | 383 | $13.0M | $245,959 | $1.3M |
| 2022 | 313 | $11.1M | $158,102 | $1.1M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, 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 | $62,138 | $13,386 | $39,527 | — | — |
| 2023 | $58,001 | $29,550 | $11,173 | — | — |
| 2022 | $43,955 | $27,451 | $5,775 | — | $10,729 |