Plan Snapshot
- Plan Sponsor: Hartwig, Incorporated
- Sponsor EIN: 430761198
- Sponsor Address: 10617 TRENTON AVENUE, ST. LOUIS, MO, 63132
- Plan Type: 401(k)
- Total Participants: 197
- Total Assets: $31.3M
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 | 197 | $31.3M | $274,496 | $1.4M |
| 2023 | 193 | $28.4M | $268,150 | $1.4M |
| 2022 | 188 | $25.1M | $56,280 | $282,429 |
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 |
|---|---|---|---|---|
| UHY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY LLP — Auditor
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 | $84,554 | — | $84,554 | — | — |
| 2023 | $72,508 | — | $70,558 | — | — |
| 2022 | $17,261 | — | $16,551 | — | — |