Plan Snapshot
- Plan Sponsor: Hal Hays Construction, INC.
- Sponsor EIN: 542084366
- Sponsor Address: 4181 LATHAM STREET, RIVERSIDE, CA, 92501
- Plan Type: DC
- Total Participants: 286
- Total Assets: $3.5M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 286 | $3.5M | $9,819 | $215,531 |
| 2023 | 262 | $3.5M | $77,197 | $147,570 |
| 2022 | 179 | $2.9M | $74,089 | $132,749 |
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 |
|---|---|---|---|---|
| WILSON IVANOVA CPAS, INC., APAC | 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 | $29,634 | $10,461 | $1,500 | — | — |
| 2023 | $24,638 | $8,620 | — | — | — |
| 2022 | $27,845 | $27,845 | — | — | — |