Plan Snapshot
- Plan Sponsor: The Habegger Corporation
- Sponsor EIN: 311225518
- Sponsor Address: 11413 ENTERPRISE PARK DRIVE, SHARONVILLE, OH, 45241
- Plan Type: 401(k)
- Total Participants: 586
- Total Assets: $81.5M
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. |
|---|---|---|---|---|
| 2024 | 586 | $81.5M | $3.2M | $3.1M |
| 2023 | 558 | $73.5M | $2.7M | $2.9M |
| 2022 | 500 | $62.5M | $3.2M | $2.5M |
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 |
|---|---|---|---|---|
| BARNES DENNING | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BARNES DENNING — 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 | $161,830 | $138,562 | $21,318 | — | — |
| 2023 | $153,781 | — | $153,781 | — | — |
| 2022 | $163,089 | — | — | — | $163,089 |