Plan Snapshot
- Plan Sponsor: Hantzmon Wiebel LLP
- Sponsor EIN: 540618213
- Sponsor Address: P. O. BOX 1408, CHARLOTTESVILLE, VA, 229021408
- Plan Type: 401(k)
- Total Participants: 92
- Total Assets: $34.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 92 | $34.5M | $753,698 | $656,862 |
| 2023 | 98 | $31.6M | $776,112 | $696,032 |
| 2022 | 128 | $27.4M | $776,258 | $667,956 |
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 |
|---|---|---|---|---|
| CHARLES W. SNADER. P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES W. SNADER. P.C. — Auditor
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 | $78,123 | $35,000 | $34,473 | — | — |
| 2023 | $67,489 | $35,110 | $32,379 | — | — |
| 2022 | — | — | — | — | — |