Plan Snapshot
- Plan Sponsor: Hagerman Construction Corporation
- Sponsor EIN: 350813400
- Sponsor Address: PO BOX 10690, FORT WAYNE, IN, 46802
- Plan Type: 401(k)
- Total Participants: 201
- Total Assets: $17.7M
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 | 201 | $17.7M | $412,277 | $1.6M |
| 2023 | 174 | $14.6M | $398,709 | $1.6M |
| 2022 | 185 | $12.0M | $320,456 | $1.3M |
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 |
|---|---|---|---|---|
| CBIZ CPAS, P.C. | Auditor | — | — | $0 |
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 | $61,400 | $38,243 | $600 | — | — |
| 2023 | $52,747 | $32,165 | — | — | — |
| 2022 | $51,129 | — | — | — | — |