Plan Snapshot
- Plan Sponsor: The Haskell Company
- Sponsor EIN: 592387450
- Sponsor Address: 111 RIVERSIDE AVE, JACKSONVILLE, FL, 32202
- Plan Type: 401(k)
- Total Participants: 1,935
- Total Assets: $247.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1,935 | $247.5M | $3.4M | $20.9M |
| 2023 | 1,768 | $204.6M | $3.7M | $19.0M |
| 2022 | 1,711 | $162.7M | $2.2M | $16.9M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $187,899 | — | $187,899 |
| NFP | INVESTMENT ADVISOR | $84,462 | — | $84,462 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $60,205 | — | $60,205 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- NFP — INVESTMENT ADVISOR
- STRATEGIC ADVISORS, INC. — ADVISOR
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $332,566
- Estimated Expense Ratio: 0.134% 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 | $331,204 | $144,667 | — | — | — |
| 2023 | $434,433 | $216,870 | $600 | $20,475 | — |
| 2022 | $169,964 | $24,402 | — | — | — |