Plan Snapshot
- Plan Sponsor: Hartlage Management Company
- Sponsor EIN: 611173837
- Sponsor Address: 400 RING ROAD, ELIZABETHTOWN, KY, 42701
- Plan Type: 401(k)
- Total Participants: 190
- Total Assets: $5.6M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 190 | $5.6M | $94,531 | $545,903 |
| 2023 | 172 | $5.5M | $83,343 | $505,038 |
| 2022 | 116 | $4.8M | $66,545 | $404,464 |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT LLP | 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 | $22,519 | — | — | — | — |
| 2023 | $22,571 | — | — | — | — |
| 2022 | $15,412 | $6 | — | — | — |