# Hardy Diagnostics 401(k) Plan
Source: https://planprovider.pro/companies/hardy-diagnostics-401k-plan

> Hardy Diagnostics's 401(k) plan: 414 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hardy Diagnostics

- **Sponsor EIN:** 770043660

- **Sponsor Address:** 1430 WEST MCCOY LANE, SANTA MARIA, CA, 93455

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

- **Total Participants:** 414

- **Total Assets:** $18.9M

## 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|414|$18.9M|$505,747|$1.8M|

| 2023|433|$15.5M|$477,628|$1.7M|

| 2022|412|$12.6M|$379,489|$1.5M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$31,398|—|$31,398|

| PW PARTNERS LLC|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

- [PW PARTNERS LLC](https://planprovider.pro/provider/pw-partners-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $31,398

- **Estimated Expense Ratio:** 0.166% 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|$34,736|$3,338|—|—|—|

| 2023|$30,952|$6,274|—|—|—|

| 2022|$29,313|$5,367|—|—|—|

## Similar Plans

- [Pacific Medical, INC.](https://planprovider.pro/companies/pacific-medical-inc-plan-001) — 416 participants

- [Jfe Shoji America, LLC](https://planprovider.pro/companies/jfe-shoji-america-llc-401k-plan) — 404 participants

- [Worldwise Holdings, INC.](https://planprovider.pro/companies/worldwise-holdings-inc-401k-plan) — 402 participants

- [Yamaha Corporation Of America](https://planprovider.pro/companies/yamaha-corporation-of-america-401k-plan) — 438 participants

- [Us Air Conditioning Distributors, LLC.](https://planprovider.pro/companies/us-air-conditioning-distributors-llc-401k-plan) — 441 participants

- [Metagenics LLC](https://planprovider.pro/companies/metagenics-inc-401k-plan) — 458 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/hardy-diagnostics-401k-plan)

© 2026 PlanProvider.Pro