Plan Snapshot
- Plan Sponsor: Hajoca Corporation
- Sponsor EIN: 232203401
- Sponsor Address: 2001 JOSHUA ROAD, LAFAYETTE HILL, PA, 19444
- Plan Type: DB
- Total Participants: 5,164
- Total Assets: $483.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 5,164 | $483.0M | $20.0M | $0 |
| 2023 | 5,106 | $436.7M | $15.0M | $0 |
| 2022 | 4,174 | $394.1M | $25.0M | $0 |
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 |
|---|---|---|---|---|
| BANCFIRST CORP | Other Service Provider | $578,162 | — | $578,162 |
| ANGELES INVESTMENT ADVISORS, LLC | Other Service Provider | $521,186 | — | $521,186 |
| BRYN MAWR TRUST | Other Service Provider | $325,000 | — | $325,000 |
| AON CONSULTING | Recordkeeper | $293,073 | — | $293,073 |
| WEST SIDE ROOFING | Other Service Provider | $120,829 | — | $120,829 |
| GRANTHAM, MAYO, VAN OTTERLOO & CO | Other Service Provider | $93,696 | — | $93,696 |
| CAL CONSTRUCTION | Other Service Provider | $80,001 | — | $80,001 |
| KPMG | Auditor | $60,500 | — | $60,500 |
| RAMCO CONSTRUCTION, LLC | Other Service Provider | $23,820 | — | $23,820 |
| THE MCENERY COMPANY | Other Service Provider | $18,150 | — | $18,150 |
| CBIZ | Other Service Provider | $13,517 | — | $13,517 |
| WAGGONERS HEAT & AIR | Other Service Provider | $13,191 | — | $13,191 |
| FLORIDA DEPT. OF REVENUE | Other Service Provider | $11,613 | — | $11,613 |
| AT&T | Other Service Provider | $10,771 | — | $10,771 |
| PRJ CONTRACTING | Other Service Provider | $8,974 | — | $8,974 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AON CONSULTING — Recordkeeper
- KPMG — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,172,483
- Estimated Expense Ratio: 0.450% 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 | $2,971,033 | $628,399 | — | $60,500 | — |
| 2023 | $2,651,265 | $567,253 | — | $58,142 | — |
| 2022 | $2,881,632 | $581,669 | — | — | $762,429 |