# Hargrove Holding Company, INC. DC Plan
Source: https://planprovider.pro/companies/hargrove-holding-company-inc-plan-002

> Hargrove Holding Company, INC.'s DC plan: 2,069 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hargrove Holding Company, INC.

- **Sponsor EIN:** 881092407

- **Sponsor Address:** 20 SOUTH ROYAL STREET, MOBILE, AL, 36602

- **Plan Type:** DC

- **Total Participants:** 2,069

- **Total Assets:** $73.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|2,069|$73.3M|$5.7M|$0|

| 2023|2,007|$56.2M|$5.2M|$0|

## 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|

| PRINCIPAL|PLAN ADMINISTRATOR|$85,352|—|$85,352|

| SHAREHOLDER STRATEGIES, INC.|VALUATION SERVICES|$61,403|—|$61,403|

| ARGENT TRUST|TRUSTEE|$38,354|—|$38,354|

| CHARLES SCHWAB|OTHER SERVICES|$24,277|—|$24,277|

| HARDING SHYMANSKI & CO|ACCOUNTANT|$16,360|—|$16,360|

| EMPLOYEE-OWNED S CORPORATIONS OF AM|OTHER SERVICES|$10,000|—|$10,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CHARLES SCHWAB](https://planprovider.pro/provider/charles-schwab-and-co-inc) — OTHER SERVICES

- [HARDING SHYMANSKI & CO](https://planprovider.pro/provider/harding-shymanski-and-company-psc) — ACCOUNTANT

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $235,746

- **Estimated Expense Ratio:** 0.322% 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|$235,748|$24,277|$85,353|—|—|

| 2023|$176,984|$21,668|$50,276|—|—|

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