Plan Snapshot
- Plan Sponsor: Hattie Larlham Center For Children With Disabilities Dba Hattie Larlha
- Sponsor EIN: 340963865
- Sponsor Address: 9772 DIAGONAL RD., MANTUA, OH, 442559128
- Plan Type: 403(b)
- Total Participants: 1,048
- Total Assets: $14.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 1,048 | $14.2M | $493,356 | $1.2M |
| 2023 | 972 | $11.9M | $345,722 | $931,042 |
| 2022 | 980 | $9.9M | $318,757 | $848,409 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $93,248 | — | $93,248 |
| CAPFINANCIAL PARTNERS LLC | INVESTMENT ADVISORY | — | $37,290 | $37,290 |
| PLANTE MORAN | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $130,538
- Estimated Expense Ratio: 0.922% 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 | $93,249 | — | $93,249 | — | — |
| 2023 | $75,037 | — | $75,037 | — | — |
| 2022 | $71,214 | — | $71,214 | — | — |