Plan Snapshot
- Plan Sponsor: Hansen & Adkins Auto Transport, INC.
- Sponsor EIN: 954485461
- Sponsor Address: 3552 GREEN AVENUE, LOS ALAMITOS, CA, 90720
- Plan Type: 401(k)
- Total Participants: 697
- Total Assets: $31.5M
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 | 697 | $31.5M | $858,086 | $3.5M |
| 2023 | 730 | $27.6M | $799,473 | $3.2M |
| 2022 | 635 | $23.5M | $638,316 | $3.0M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $63,400 | — | $63,400 |
| WINDES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WINDES — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $63,400
- Estimated Expense Ratio: 0.201% 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 | $63,437 | — | — | — | — |
| 2023 | $56,195 | $400 | $55,795 | — | — |
| 2022 | $81,692 | $16,863 | $63,701 | — | — |