Plan Snapshot
- Plan Sponsor: Harwood International Incorporated
- Sponsor EIN: 752256834
- Sponsor Address: 2501 NORTH HARWOOD, SUITE 1400, DALLAS, TX, 75201
- Plan Type: 401(k)
- Total Participants: 771
- Total Assets: $9.3M
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 | 771 | $9.3M | $333,632 | $805,244 |
| 2023 | 757 | $8.1M | $342,659 | $835,997 |
| 2022 | 535 | $7.2M | $298,621 | $770,834 |
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 RETIREMENT SOLUTIONS | RECORDKEEPER | $35,521 | — | $35,521 |
| BANK OF AMERICA NA | INVESTMENT ADVISOR | $18,195 | — | $18,195 |
| WEAVER AND TIDWELL, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- WEAVER AND TIDWELL, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,716
- Estimated Expense Ratio: 0.577% 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 | $53,716 | $18,195 | — | — | — |
| 2023 | $51,501 | $16,861 | — | — | — |
| 2022 | $58,447 | $16,133 | — | — | $11,155 |