Plan Snapshot
- Plan Sponsor: Hasa, INC.
- Sponsor EIN: 952302297
- Sponsor Address: 25152 SPRINGFIELD CT. SUITE 300, VALENCIA, CA, 91355
- Plan Type: 401(k)
- Total Participants: 661
- Total Assets: $13.4M
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 | 661 | $13.4M | $779,993 | $1.5M |
| 2023 | 657 | $11.5M | $698,277 | $1.2M |
| 2022 | 530 | $8.4M | $593,661 | $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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $22,314 | — | $22,314 |
| NATIONWIDE LIFE INSURANCE | RECORDKEEPER | $21,951 | — | $21,951 |
| CREATIVE PLANNING LLC | ADVISOR | $14,439 | — | $14,439 |
| HEDMAN PARTNERS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- NATIONWIDE LIFE INSURANCE — RECORDKEEPER
- CREATIVE PLANNING LLC — ADVISOR
- HEDMAN PARTNERS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $58,704
- Estimated Expense Ratio: 0.437% 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 | $53,723 | $14,868 | — | — | — |
| 2023 | $95,784 | — | — | — | — |
| 2022 | $56,152 | — | $56,152 | — | — |