Plan Snapshot
- Plan Sponsor: Harvey & Madding, INC.
- Sponsor EIN: 942435867
- Sponsor Address: 6300 DUBLIN BLVD, DUBLIN, CA, 94568
- Plan Type: 401(k)
- Total Participants: 307
- Total Assets: $22.4M
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 | 307 | $22.4M | $100,631 | $1.5M |
| 2023 | 281 | $22.0M | $76,547 | $1.2M |
| 2022 | 249 | $19.7M | $92,383 | $1.0M |
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 |
|---|---|---|---|---|
| POMARES & CO, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- POMARES & CO, 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 | $112,841 | $51,297 | — | — | — |
| 2023 | $131,879 | $43,883 | — | $29,365 | — |
| 2022 | $131,761 | $62,881 | $44,240 | — | $24,640 |