Plan Snapshot
- Plan Sponsor: Harkins Administrative Services
- Sponsor EIN: 331078669
- Sponsor Address: 8901 E MCDONALD DRIVE, SCOTTSDALE, AZ, 85250
- Plan Type: 401(k)
- Total Participants: 1,449
- Total Assets: $48.9M
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 | 1,449 | $48.9M | $1.4M | $1.8M |
| 2023 | 1,572 | $44.4M | $1.5M | $2.0M |
| 2022 | 1,381 | $36.1M | $1.4M | $1.8M |
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 |
|---|---|---|---|---|
| FORVIS, LLP | Auditor | $26,563 | — | $26,563 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,563
- Estimated Expense Ratio: 0.054% 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 | $56,806 | $1,016 | $29,227 | $26,563 | — |
| 2023 | $73,656 | — | $73,656 | — | — |
| 2022 | $82,797 | $50,000 | $25,325 | — | $7,472 |