# Hampton Tedder Electric Company DC Plan
Source: https://planprovider.pro/companies/hampton-tedder-electric-company-952485945-002

> Hampton Tedder Electric Company's DC plan: 151 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — 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|—|—|

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