# Hardingpoorman, INC. 401(k) Plan
Source: https://planprovider.pro/companies/hardingpoorman-inc-401k-plan

> Hardingpoorman, INC.'s 401(k) plan: 81 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/shepherd-financial-investment-advisory-llc) — INVESTMENT/FINANCIAL ADVI

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/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|—|—|—|—|

## Similar Plans

- [Doxim, INC.](https://planprovider.pro/companies/doxim-inc-401k-plan) — 488 participants

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