# H.G. Fenton Company 401(k) Plan
Source: https://planprovider.pro/companies/h-g-fenton-company-401k-plan

> H.G. Fenton Company's 401(k) plan: 276 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** H.G. Fenton Company

- **Sponsor EIN:** 463827641

- **Sponsor Address:** 7577 MISSION VALLEY RD, SAN DIEGO, CA, 92108

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

- **Total Participants:** 276

- **Total Assets:** $58.2M

## 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|276|$58.2M|$4.2M|$2.6M|

| 2023|279|$48.6M|$3.9M|$2.4M|

| 2022|268|$38.3M|$3.3M|$2.2M|

## 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|

| SAGEVIEW ADVISORY GR|INVESTMENT ADVISOR|$67,247|—|$67,247|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$45,355|—|$45,355|

| LEVITZACKS CPAS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SAGEVIEW ADVISORY GR](https://planprovider.pro/provider/sageview-advisory-group) — INVESTMENT ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [LEVITZACKS CPAS, LLP](https://planprovider.pro/provider/levitzacks-cpas-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $112,602

- **Estimated Expense Ratio:** 0.193% 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|$112,602|—|—|—|—|

| 2023|$99,368|—|—|—|—|

| 2022|$133,430|—|—|—|—|

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