# Haskell & White, LLP 401(k) Plan
Source: https://planprovider.pro/companies/haskell-white-llp-401k-plan

> Haskell & White, LLP's 401(k) plan: 112 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Haskell & White, LLP

- **Sponsor EIN:** 330310569

- **Sponsor Address:** 300 SPECTRUM CENTER DR SUITE 300, IRVINE, CA, 92618

- **Plan Type:** 401(k)

- **Total Participants:** 112

- **Total Assets:** $21.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|112|$21.6M|$384,500|$1.1M|

| 2023|90|$17.9M|$338,876|$1.0M|

| 2022|86|$14.6M|$260,576|$797,990|

## 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|

| KAHN, LITWIN, RENZA & CO., LTD|Auditor|—|—|$0|

## 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|$39,508|$25,000|—|—|—|

| 2023|$36,583|$25,000|—|—|—|

| 2022|$463,102|—|$40,007|—|—|

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