Plan Snapshot
- Plan Sponsor: Halley Engineering Contractors, INC.
- Sponsor EIN: 204804098
- Sponsor Address: 13901 NW 118 AVENUE, MIAMI, FL, 33178
- Plan Type: 401(k)
- Total Participants: 187
- Total Assets: $7.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 187 | $7.5M | $350,280 | $598,072 |
| 2023 | 160 | $6.0M | $292,249 | $533,602 |
| 2022 | 133 | $4.6M | $249,478 | $463,196 |
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 |
|---|---|---|---|---|
| LEONARDO & COMPANY | 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 | $9,400 | — | $9,400 | — | — |
| 2023 | $7,070 | — | $7,070 | — | — |
| 2022 | $5,250 | — | $5,250 | — | — |