Plan Snapshot
- Plan Sponsor: Hargis Engineers, INC.
- Sponsor EIN: 911539289
- Sponsor Address: 1201 THIRD AVENUE, SEATTLE, WA, 981013042
- Plan Type: 401(k)
- Total Participants: 165
- Total Assets: $43.2M
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 | 165 | $43.2M | $623,800 | $2.0M |
| 2023 | 164 | $36.4M | $591,949 | $1.7M |
| 2022 | 171 | $32.5M | $585,959 | $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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $64,168 | $62,167 | $2,001 | — | — |
| 2023 | $64,141 | $60,961 | $3,180 | — | — |
| 2022 | $75,530 | $73,493 | — | — | $2,037 |