Plan Snapshot
- Plan Sponsor: Harder Mechanical Contractors, INC.
- Sponsor EIN: 930525328
- Sponsor Address: 2148 NE MARTIN LUTHER KING JR BLVD, PORTLAND, OR, 97212
- Plan Type: 401(k)
- Total Participants: 339
- Total Assets: $110.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 339 | $110.2M | $5.0M | $3.0M |
| 2023 | 357 | $90.5M | $5.5M | $3.1M |
| 2022 | 343 | $67.5M | $4.5M | $2.6M |
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 |
|---|---|---|---|---|
| HOFFMAN, STEWART & SCHMIDT | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOFFMAN, STEWART & SCHMIDT — 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 | $163,336 | $82,409 | — | — | — |
| 2023 | $136,230 | $66,532 | — | — | — |
| 2022 | $231,692 | $167,996 | $44,327 | — | — |