Plan Snapshot
- Plan Sponsor: Hardingpoorman, INC.
- Sponsor EIN: 351792066
- Sponsor Address: 4923 W 78TH ST, INDIANAPOLIS, IN, 46268
- Plan Type: 401(k)
- Total Participants: 81
- Total Assets: $8.2M
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 | 81 | $8.2M | $50,475 | $378,679 |
| 2023 | 84 | $7.4M | $45,917 | $328,650 |
| 2022 | 86 | $7.1M | $43,203 | $364,677 |
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 |
|---|---|---|---|---|
| SHEPHERD FINANCIAL INVEST. ADVISORY | INVESTMENT/FINANCIAL ADVI | $27,221 | — | $27,221 |
| ADP, INC. | RECORD KEEPER | $14,514 | — | $14,514 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SHEPHERD FINANCIAL INVEST. ADVISORY — INVESTMENT/FINANCIAL ADVI
- ADP, INC. — RECORD KEEPER
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $41,735
- Estimated Expense Ratio: 0.507% 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 | $41,735 | $27,221 | — | — | — |
| 2023 | $39,581 | $25,434 | — | — | — |
| 2022 | $41,230 | — | — | — | — |