Plan Snapshot
- Plan Sponsor: The Hanor Company Of Wisconsin, LLC
- Sponsor EIN: 201776074
- Sponsor Address: 4005 E OWEN K GARRIOTT, ENID, OK, 737019463
- Plan Type: 401(k)
- Total Participants: 542
- Total Assets: $19.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 542 | $19.6M | $167,233 | $657,091 |
| 2023 | 524 | $19.9M | $179,507 | $677,104 |
| 2022 | 458 | $20.1M | $192,126 | $760,864 |
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 | $5,169 | — | $5,169 |
| HONKAMP, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HONKAMP, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,169
- Estimated Expense Ratio: 0.026% 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 | $5,169 | — | $5,169 | — | — |
| 2023 | $5,405 | — | $5,405 | — | — |
| 2022 | $4,817 | — | $4,817 | — | — |