# The Haskell Company 401(k) Plan
Source: https://planprovider.pro/companies/the-haskell-company-401k-plan

> The Haskell Company's 401(k) plan: 1,935 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [NFP](https://planprovider.pro/provider/accelerate-retirement) — INVESTMENT ADVISOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/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|—|—|—|

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