Plan Snapshot
- Plan Sponsor: Hattori Hanzo Shears, INC.
- Sponsor EIN: 800671859
- Sponsor Address: 3941 PARK DRIVE, SUITE 20-446, EL DORADO HILLS, CA, 95762
- Plan Type: 401(k)
- Total Participants: 148
- Total Assets: $5.7M
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 | 148 | $5.7M | $270,805 | $412,738 |
| 2023 | 174 | $4.1M | $241,693 | $384,731 |
| 2022 | 167 | $2.9M | $251,492 | $372,783 |
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 |
|---|---|---|---|---|
| BAKER TILLY US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US LLP — 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 | $16,497 | — | $16,497 | — | — |
| 2023 | $70,843 | — | $12,179 | — | — |
| 2022 | $12,565 | $3,000 | $8,985 | — | — |