# Hartline Barger LLP 401(k) Plan
Source: https://planprovider.pro/companies/hartline-barger-llp-401k-plan

> Hartline Barger LLP's 401(k) plan: 111 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hartline Barger LLP

- **Sponsor EIN:** 752532929

- **Sponsor Address:** 8750 N. CENTRAL EXPRESSWAY SUITE 16, DALLAS, TX, 75231

- **Plan Type:** 401(k)

- **Total Participants:** 111

- **Total Assets:** $33.5M

## 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|111|$33.5M|$0|$838,116|

| 2023|151|$36.4M|$587,672|$1.2M|

| 2022|171|$33.2M|$522,368|$1.4M|

## 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|

| CAPITAL GROUP RETIREMENT PLAN SVCS.|RECORDKEEPER|$27,590|—|$27,590|

| LPL FINANCIAL, LLC|INVESTMENT ADVISOR|$26,918|—|$26,918|

| ONE DIGITAL TOPCO LLC DBA RESOURCES|INVESTMENT ADVISOR|$8,975|—|$8,975|

| MALNORY, MCNEAL & COMPANY, PC|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $63,483

- **Estimated Expense Ratio:** 0.189% 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|$63,483|$35,893|—|—|—|

| 2023|$58,908|$35,900|—|—|—|

| 2022|$59,086|—|$59,086|—|—|

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