# Hardy Window Company 401(k) Plan
Source: https://planprovider.pro/companies/hardy-window-company-401k-plan

> Hardy Window Company's 401(k) plan: 159 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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