# Hart Howerton Holdings, Ltd. DC Plan
Source: https://planprovider.pro/companies/hart-howerton-holdings-ltd-274085152-002

> Hart Howerton Holdings, Ltd.'s DC plan: 121 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hart Howerton Holdings, Ltd.

- **Sponsor EIN:** 274085152

- **Sponsor Address:** ONE UNION STREET, SAN FRANCISCO, CA, 94111

- **Plan Type:** DC

- **Plan Number:** 002

- **Total Participants:** 121

- **Total Assets:** $26.3M

## 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|121|$26.3M|$0|$0|

| 2023|128|$29.4M|$0|$0|

| 2022|137|$25.3M|$609,669|$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|

| MAH & ASSOCIATES, LLP|Auditor|$25,000|—|$25,000|

| BLUE RIDGE ESOP ASSOCIATES|Other Service Provider|$17,668|—|$17,668|

### Verified Provider Profiles

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

- [MAH & ASSOCIATES, LLP](https://planprovider.pro/provider/mah-and-associates-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $42,668

- **Estimated Expense Ratio:** 0.162% 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|$42,668|—|—|$25,000|—|

| 2023|$56,499|—|—|—|—|

| 2022|$75,839|—|—|—|$75,839|

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