Plan Snapshot
- Plan Sponsor: Harman, Claytor, Corrigan & Wellman, P.C.
- Sponsor EIN: 541603684
- Sponsor Address: 4951 LAKE BROOK DRIVE, SUITE 100, GLEN ALLEN, VA, 23060
- Plan Type: 401(k)
- Total Participants: 100
- Total Assets: $23.1M
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 | 100 | $23.1M | $640,381 | $1.3M |
| 2023 | 132 | $23.5M | $549,629 | $1.0M |
| 2022 | 112 | $19.9M | $532,213 | $889,520 |
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 |
|---|---|---|---|---|
| KEITER | 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 | $60,308 | $1,889 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |