Plan Snapshot
- Plan Sponsor: Hands On Learning Solutions LLC
- Sponsor EIN: 471847469
- Sponsor Address: 7143 STATE ROAD 54 #153, NEW PORT RICHEY, FL, 34653
- Plan Type: 401(k)
- Total Participants: 227
- Total Assets: $10.3M
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 | 227 | $10.3M | $976,868 | $1.9M |
| 2023 | 180 | $5.8M | $646,284 | $1.2M |
| 2022 | 153 | $2.6M | $407,134 | $775,431 |
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 |
|---|---|---|---|---|
| VWC, P.S. | 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 | $21,582 | — | $21,582 | — | — |
| 2023 | $9,400 | $9,400 | — | — | — |
| 2022 | $4,834 | $4,834 | — | — | — |