Plan Snapshot
- Plan Sponsor: Straehle Hes Usa, INC.
- Sponsor EIN: 432058590
- Sponsor Address: 284 ENTERPRISE DRIVE, AUBURN, AL, 36830
- Plan Type: 401(k)
- Total Participants: 55
- Total Assets: $708,555
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 | 55 | $708,555 | $72,240 | $167,303 |
| 2023 | 68 | $555,781 | $55,897 | $133,836 |
| 2022 | 122 | $487,046 | $63,137 | $110,783 |
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 |
|---|---|---|---|---|
| E. SEAN PIERCE PLANCHEC(K) CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- E. SEAN PIERCE PLANCHEC(K) CPAS — 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 | $10,228 | — | — | — | — |
| 2023 | $5,664 | — | — | — | — |
| 2022 | — | — | — | — | — |