Plan Snapshot
- Plan Sponsor: Hart Intercivic, INC.
- Sponsor EIN: 953248916
- Sponsor Address: 3800 QUICK HILL ROAD, BLDG 1, 200, AUSTIN, TX, 78728
- Plan Type: 401(k)
- Total Participants: 171
- Total Assets: $18.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 171 | $18.4M | $481,136 | $912,388 |
| 2023 | 119 | $15.9M | $443,940 | $817,883 |
| 2022 | 121 | $13.8M | $394,447 | $718,936 |
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 |
|---|---|---|---|---|
| CWM, LLC | SERVICE PROVIDER | — | $33,567 | $33,567 |
| ATCHLEY & ASSOCIATES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CWM, LLC — SERVICE PROVIDER
- ATCHLEY & ASSOCIATES, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,567
- Estimated Expense Ratio: 0.183% 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 | $54,405 | — | — | — | — |
| 2023 | $46,059 | — | — | — | — |
| 2022 | $45,407 | $45,407 | — | — | — |