# Hatfield And Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/hatfield-and-company-inc-401k-plan

> Hatfield And Company, INC.'s 401(k) plan: 141 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hatfield And Company, INC.

- **Sponsor EIN:** 741646507

- **Sponsor Address:** 2475 DISCOVERY BLVD, ROCKWALL, TX, 75032

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

- **Total Participants:** 141

- **Total Assets:** $19.4M

## 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|141|$19.4M|$457,219|$1.4M|

| 2023|118|$16.4M|$422,245|$1.4M|

| 2022|120|$15.9M|$360,990|$1.1M|

## 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|

| EDWARD D JONES & CO LP|RIA|—|$45,766|$45,766|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $45,766

- **Estimated Expense Ratio:** 0.236% 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|$88,061|$49,428|$38,633|—|—|

| 2023|$67,521|$43,205|$24,316|—|—|

| 2022|$69,430|$42,873|$26,557|—|—|

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