Plan Snapshot
- Plan Sponsor: Hamann Construction, INC.
- Sponsor EIN: 952275467
- Sponsor Address: 1000 PIONEER WAY, EL CAJON, CA, 920201923
- Plan Type: 401(k)
- Total Participants: 464
- Total Assets: $11.4M
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 | 464 | $11.4M | $398,265 | $969,710 |
| 2023 | 509 | $9.6M | $369,635 | $901,095 |
| 2022 | 425 | $7.4M | $331,444 | $785,636 |
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 |
|---|---|---|---|---|
| FUTUREPLAN BY ASCENSUS | TPA | $10,670 | — | $10,670 |
| AMERICAN FUNDS - CAPITAL GROUP | RECORDKEEPER | $6,520 | — | $6,520 |
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,190
- Estimated Expense Ratio: 0.151% 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 | $17,190 | — | — | — | — |
| 2023 | $13,360 | $3,475 | — | — | — |
| 2022 | $8,675 | — | $8,675 | — | — |