# The Habegger Corporation 401(k) Plan
Source: https://planprovider.pro/companies/the-habegger-corporation-401k-plan

> The Habegger Corporation's 401(k) plan: 586 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| VOYA RETIREMENT INSURANCE AND ANNUI|SERVICE PROVIDER|$68,088|—|$68,088|

| UBS FINANCIAL SERVICES INC|SERVICE PROVIDER|$47,250|—|$47,250|

| LATITUDE SERVICE COMPANY INC|SERVICE PROVIDER|$23,225|—|$23,225|

| BARNES DENNING|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [UBS FINANCIAL SERVICES INC](https://planprovider.pro/provider/aspire-financial-services) — SERVICE PROVIDER

- [BARNES DENNING](https://planprovider.pro/provider/barnes-dennig-and-co-ltd) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $138,563

- **Estimated Expense Ratio:** 0.170% 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|$161,830|$138,562|$21,318|—|—|

| 2023|$153,781|—|$153,781|—|—|

| 2022|$163,089|—|—|—|$163,089|

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