Haumiller Engineering 401(k) match, vesting and fees
What Haumiller Engineering's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Morgan Stanley Global Banking Opera | Schedule C ↗ |
| Independent auditor | Sikich Cpa LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 3,042 defined-contribution plans in manufacturing with 100 to 499 participants.
| Haumiller Engineering: employer contribution per participant | $2,685 | |
| Peer median | $1,962 |
| Haumiller Engineering: average balance | $98,484 | |
| Peer median | $75,225 |
| Haumiller Engineering: admin expenses ÷ assets | 0.22% | |
| Peer median | 0.32% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $10.6M at the end of plan year 2021 to $25.9M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 283 | $25.9M | $706K | $2,685 | 0.22% | Not published | Form 5500 ↗ |
| 2024 | 254 | $21.2M | $581K | $2,352 | 0.10% | Not published | Form 5500 ↗ |
| 2023 | 247 | $14.8M | $646K | $3,060 | 0.11% | Not published | Form 5500 ↗ |
| 2022 | 205 | $10.8M | $528K | $2,951 | 0.11% | Not published | Form 5500 ↗ |
| 2021 | 169 | $10.6M | $431K | $2,837 | 0.20% | Not published | Form 5500 ↗ |
Other Haumiller Engineering plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Haumiller Engineering Company Employee Stock Ownership Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Sikich Cpa LLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Haumiller Engineering Company Money Purchase Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Sikich Cpa LLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Haumiller Engineering match 401(k) contributions?
The match terms for the Haumiller Engineering 401k have not been published from its filing yet. The plan year 2025 filing reports $706K in employer contributions, about $2,685 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Haumiller Engineering 401(k) match vested?
The vesting schedule for the Haumiller Engineering 401k is not in the data published so far. Your Summary Plan Description states it.
Who manages the Haumiller Engineering 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Morgan Stanley Global Banking Opera. The plan administrator is Haumiller Engineering.
I left Haumiller Engineering. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Haumiller Engineering, (847) 695-9111) or the recordkeeper, Morgan Stanley Global Banking Opera. The Haumiller Engineering old 401(k) page lists the contacts from every plan filing. Find an old Haumiller Engineering 401(k)
Data from the public Form 5500 annual reports Haumiller Engineering filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Haumiller Engineering. Not financial advice. Report a correction · Methodology