# Hart Intercivic, INC. 401(k) Plan
Source: https://planprovider.pro/companies/hart-intercivic-inc-401k-plan

> Hart Intercivic, INC.'s 401(k) plan: 171 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/carson-wealth-management-group) — SERVICE PROVIDER

- [ATCHLEY & ASSOCIATES, LLP](https://planprovider.pro/provider/atchley-and-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|—|—|—|

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