Plan Snapshot
- Plan Sponsor: Haselwood Courter Enterprises Dba Honda Auto Center
- Sponsor EIN: 911088631
- Sponsor Address: 13291 SE 36TH STREET, BELLEVUE, WA, 98006
- Plan Type: 401(k)
- Total Participants: 99
- Total Assets: $12.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 99 | $12.6M | $183,163 | $274,948 |
| 2023 | 94 | $12.0M | $195,445 | $363,307 |
| 2022 | 94 | $10.4M | $186,275 | $307,766 |
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 |
|---|---|---|---|---|
| SWEENEY CONRAD | Auditor | $7,500 | — | $7,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,500
- Estimated Expense Ratio: 0.060% 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 | $50,560 | — | — | $7,500 | — |
| 2023 | $51,086 | — | — | $12,250 | — |
| 2022 | $51,374 | — | $51,374 | — | — |