Plan Snapshot
- Plan Sponsor: Hardwoods Specialty Products Us LP A Delaware Limited Partnership
- Sponsor EIN: 200806324
- Plan Type: 401(k)
- Total Participants: 564
- Total Assets: $35.8M
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 | 564 | $35.8M | $983,270 | $1.8M |
| 2023 | 371 | $32.1M | $841,464 | $1.7M |
| 2022 | 445 | $26.4M | $809,215 | $1.7M |
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 |
|---|---|---|---|---|
| DS INVESTMENT ADVISORS | ADVISOR | $78,492 | — | $78,492 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $37,564 | — | $37,564 |
| CLIFTONLARSONALLEN LLP | ACCOUNTANT/AUDITOR | $5,250 | — | $5,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DS INVESTMENT ADVISORS — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- CLIFTONLARSONALLEN LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $121,306
- Estimated Expense Ratio: 0.338% 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 | $121,306 | $60,068 | $1,200 | $5,250 | — |
| 2023 | $41,559 | — | — | — | — |
| 2022 | $11,407 | — | — | — | — |