Plan Snapshot
- Plan Sponsor: Hassan & Sons, INC.
- Sponsor EIN: 954643384
- Sponsor Address: 2860 NORTH SANTIAGO BLVD, ORANGE, CA, 92867
- Plan Type: 401(k)
- Total Participants: 2,443
- Total Assets: $9.6M
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 | 2,443 | $9.6M | $874,285 | $1.8M |
| 2023 | 883 | $5.1M | $436,865 | $829,205 |
| 2022 | 699 | $3.6M | $347,524 | $641,105 |
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 |
|---|---|---|---|---|
| VASQUEZ & COMPANY LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VASQUEZ & COMPANY LLC — Auditor
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 | $90,439 | $16,818 | — | — | — |
| 2023 | $47,716 | $11,157 | — | — | — |
| 2022 | $35,372 | — | — | — | — |