# Happy Money, INC. 401(k) Plan
Source: https://planprovider.pro/companies/happy-money-inc-401k-plan

> Happy Money, INC.'s 401(k) plan: 125 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Happy Money, INC.

- **Sponsor EIN:** 264419538

- **Sponsor Address:** 1700 FLIGHT WAY SUITE 300, TUSTIN, CA, 92782

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

- **Total Participants:** 125

- **Total Assets:** $17.0M

## 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|125|$17.0M|$367,460|$1.8M|

| 2023|223|$15.8M|$609,201|$2.8M|

| 2022|459|$13.8M|$833,559|$3.7M|

## 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 BALDWIN GROUP WEALTH ADVISORS|ADVISOR|$56,720|—|$56,720|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$38,959|—|$38,959|

| SINGER LEWAK LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [SINGER LEWAK LLP](https://planprovider.pro/provider/singerlewak-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $95,679

- **Estimated Expense Ratio:** 0.562% 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|$100,418|$61,459|—|—|—|

| 2023|$121,433|$55,461|—|—|—|

| 2022|$111,142|$3,782|—|—|—|

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