Plan Snapshot
- Plan Sponsor: Hansell Tierney INC.
- Sponsor EIN: 912163637
- Sponsor Address: 2955 80TH AVENUE SE, MERCER ISLAND, WA, 98040
- Plan Type: 401(k)
- Total Participants: 94
- Total Assets: $4.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 94 | $4.5M | $206,794 | $867,316 |
| 2023 | 133 | $3.4M | $170,549 | $764,284 |
| 2022 | 95 | $2.4M | $91,019 | $571,782 |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $17,243 | — | $17,243 |
| MORGAN STANLEY GLOBAL | NONE | $11,650 | — | $11,650 |
| REKDAL HOPKINS HOWARD, PS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- REKDAL HOPKINS HOWARD, PS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,893
- Estimated Expense Ratio: 0.648% 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 | $28,893 | $11,650 | $17,243 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |