# Hapo Community Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/hapo-community-credit-union-401k-plan

> Hapo Community Credit Union's 401(k) plan: 514 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hapo Community Credit Union

- **Sponsor EIN:** 911792217

- **Sponsor Address:** 601 WILLIAMS BLVD., RICHLAND, WA, 99352

- **Plan Type:** 401(k)

- **Total Participants:** 514

- **Total Assets:** $29.7M

## 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|514|$29.7M|$764,967|$2.2M|

| 2023|487|$25.7M|$717,117|$2.1M|

| 2022|476|$21.9M|$634,902|$1.9M|

## 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|

| PETERSEN HASTINGS INVESTMENT MGMT|NONE|$111,643|—|$111,643|

| RANDALL & HURLEY, INC.|NONE|$27,066|—|$27,066|

| MATRIX TRUST COMPANY|NONE|$14,003|—|$14,003|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PETERSEN HASTINGS INVESTMENT MGMT](https://planprovider.pro/provider/petersen-hastings-investment-management-inc) — NONE

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $152,712

- **Estimated Expense Ratio:** 0.514% 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|$152,712|$111,643|$27,066|—|—|

| 2023|$134,101|$97,197|$26,868|—|—|

| 2022|$130,005|$110,222|$19,783|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/hapo-community-credit-union-401k-plan)

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