Plan Snapshot
- Plan Sponsor: Hanford Applied Restoration & Conse
- Sponsor EIN: 943347863
- Sponsor Address: 775 BAYWOOD DR STE 207, PETALUMA, CA, 94954
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 194
- Total Assets: $329,144
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 | 194 | $329,144 | $183,310 | $0 |
| 2023 | 140 | $219,596 | $95,343 | $0 |
| 2022 | 124 | $208,658 | $89,500 | $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 |
|---|---|---|---|---|
| FRINGE BENEFIT GROUP | Recordkeeper | $11,758 | — | $11,758 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,758
- Estimated Expense Ratio: 3.572% 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 | $11,758 | — | $11,758 | — | — |
| 2023 | $9,996 | — | $9,996 | — | — |
| 2022 | $77,714 | — | — | — | — |