Plan Snapshot
- Plan Sponsor: Hardy Window Company
- Sponsor EIN: 470949927
- Sponsor Address: 1639 E MIRALOMA AVENUE, PLACENTIA, CA, 92870
- Plan Type: 401(k)
- Total Participants: 159
- Total Assets: $2.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 159 | $2.1M | $596,207 | $67,775 |
| 2023 | 168 | $1.5M | $294,793 | $51,625 |
| 2022 | 152 | $1.1M | $188,537 | $54,870 |
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 |
|---|---|---|---|---|
| BENECO SYSTEMS, LLC | NONE | $29,678 | — | $29,678 |
| METZ CPA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- METZ CPA, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,678
- Estimated Expense Ratio: 1.382% 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 | $29,678 | $16,255 | $1,239 | — | — |
| 2023 | $26,393 | $17,771 | $2,774 | — | — |
| 2022 | $22,524 | $12,301 | $10,223 | — | — |