Plan Snapshot
- Plan Sponsor: Hampton Tedder Electric Company
- Sponsor EIN: 952485945
- Sponsor Address: 4571 STATE STREET, MONTCLAIR, CA, 91763
- Plan Type: DC
- Plan Number: 002
- Total Participants: 151
- Total Assets: $26.6M
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 | 151 | $26.6M | $1.2M | $0 |
| 2023 | 167 | $23.2M | $1.8M | $0 |
| 2022 | 187 | $19.4M | $1.7M | $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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $33,479 | — | $33,479 |
| MORGAN STANLEY | Investment Advisor | $8,358 | — | $8,358 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $41,837
- Estimated Expense Ratio: 0.158% 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 | $41,545 | — | — | — | — |
| 2023 | $7,118 | — | $7,118 | — | — |
| 2022 | $16,512 | — | $16,512 | — | — |