# Harvey & Madding, INC. 401(k) Plan
Source: https://planprovider.pro/companies/harvey-madding-inc-401k-plan

> Harvey & Madding, INC.'s 401(k) plan: 307 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| TRANSAMERICA FINANCIAL LIFE INS. CO|RECORDKEEPER|$61,544|—|$61,544|

| MERRILL LYNCH LIFE AGENCY INC.|INVESTMENT ADVISORY|$51,297|—|$51,297|

| POMARES & CO, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA FINANCIAL LIFE INS. CO](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [MERRILL LYNCH LIFE AGENCY INC.](https://planprovider.pro/provider/merrill-lynch) — INVESTMENT ADVISORY

- [POMARES & CO, LLP](https://planprovider.pro/provider/pomares-and-co-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $112,841

- **Estimated Expense Ratio:** 0.503% 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|$112,841|$51,297|—|—|—|

| 2023|$131,879|$43,883|—|$29,365|—|

| 2022|$131,761|$62,881|$44,240|—|$24,640|

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