Plan Snapshot
- Plan Sponsor: Halvik Corp
- Sponsor EIN: 134367307
- Sponsor Address: 1600 SPRING HILL ROAD, VIENNA, VA, 22182
- Plan Type: 401(k)
- Total Participants: 352
- Total Assets: $21.0M
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 | 352 | $21.0M | $1.0M | $2.5M |
| 2023 | 315 | $16.1M | $1.7M | $2.3M |
| 2022 | 282 | $12.2M | $456,489 | $1.9M |
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 |
|---|---|---|---|---|
| LPL FINANCIAL RPCP | NONE | $37,009 | — | $37,009 |
| THE VANGUARD GROUP, INC. | NONE | $25,598 | — | $25,598 |
| CLIFTONLARSONALLEN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- CLIFTONLARSONALLEN, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,607
- Estimated Expense Ratio: 0.299% 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 | $62,608 | $37,009 | $25,599 | — | — |
| 2023 | $112,466 | — | $105 | — | — |
| 2022 | $64,791 | — | — | — | — |