# Tj Hale Company, LLC 401(k) Plan
Source: https://planprovider.pro/companies/tj-hale-company-llc-401k-plan

> Tj Hale Company, LLC&#39;s 401(k) plan: 90 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tj Hale Company, LLC

- **Sponsor EIN:** 463954205

- **Sponsor Address:** W 139 N 9499 HIGHWAY 145, MENOMONEE FALLS, WI, 53051

- **Plan Type:** 401(k)

- **Total Participants:** 90

- **Total Assets:** $11.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|90|$11.7M|$127,708|$537,497|

| 2023|88|$10.7M|$137,414|$506,201|

| 2022|85|$9.6M|$113,133|$436,853|

## 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|

| VRAKAS S.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [VRAKAS S.C.](https://planprovider.pro/provider/vrakas-cpas-advisors) — 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|$44,130|—|—|—|—|

| 2023|$44,485|—|—|—|—|

| 2022|$55,281|—|—|—|—|

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