Retirement plan

HAUMILLER ENGINEERING 401K

Name: HAUMILLER ENGINEERING - HAUMILLER ENGINEERING 401K (2025) Form 5500
Creator: HAUMILLER ENGINEERING
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HAUMILLER ENGINEERING 401K, HAUMILLER ENGINEERING

HAUMILLER ENGINEERINGEIN 36-2519124Plan #001PY 2025

370 JOSEPH DRIVE - SOUTH ELGIN, IL 60177847-695-9111haumiller.comLinkedIn201-500 employeesindustrial automation

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$25.9M

+22.4% from 2024

Total participants

283

+11.4% from 2024

Average account balance

$98,484

+15.0% from 2024

Annual return

20.83%

-12.04 pp from 2024

Benchmarks

See 420 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort420 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$25.90M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$98K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

263

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

92.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.35M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+20.83%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$194

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
MORGAN STANLEY SMITH BARNEY1 year Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 15 · EIN 11-3658445	Recordkeeping	$32,802
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745	Recordkeeping	$6,570
ADP BROKER-DEALER9 years Service code 59 · EIN 22-3319984	Shareholder Servicing	$0

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$51K

$204 / participant

Recordkeeping$7K12.9%
Investment mgmt$44K87.1%

% of EOY assets

0.197%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: SIKICH CPA LLC
Auditor EIN: 541172176
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$98,484

$103,024-4.4%

$112,040-12.1%

$79,634+23.7%

Participation rate

92.0%

80.6%+11.4pp

76.5%+15.5pp

62.5%+29.5pp

Annual return

20.83%

17.60%+3.2pp

24.52%-3.7pp

36.46%-15.6pp

Employer contribution / active EE

$2,824

$3,015-6.3%

$2,954-4.4%

$2,529+11.7%

Participant deferral / active EE

$6,569

$5,233+25.5%

$5,098+28.9%

$3,835+71.3%

Admin fee / account holder

$194

$465-58.4%

$12,098-98.4%

$1,002-80.7%

Provider

Service type

Compensation

MORGAN STANLEY SMITH BARNEY1 year

Filed as: MORGAN STANLEY GLOBAL BANKING OPERA

Service code 15 · EIN 11-3658445

Recordkeeping

$32,802

ADP BROKER-DEALER6 years

Filed as: ADP, INC.

Service code 15 · EIN 13-3036745

Recordkeeping

$6,570

ADP BROKER-DEALER9 years

Service code 59 · EIN 22-3319984

Shareholder Servicing

HAUMILLER ENGINEERING 401K

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HAUMILLER ENGINEERING 401K

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion