Plan Snapshot
- Plan Sponsor: Haver Tyler, INC.
- Sponsor EIN: 341871676
- Sponsor Address: 8570 TYLER BOULEVARD, MENTOR, OH, 44060
- Plan Type: 401(k)
- Total Participants: 282
- Total Assets: $11.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 282 | $11.4M | $445,340 | $642,965 |
| 2022 | 222 | $9.2M | $386,831 | $539,842 |
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 |
|---|---|---|---|---|
| WELLS FARGO ADVISORS LLC | Investment Advisor | $41,054 | — | $41,054 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $41,054
- Estimated Expense Ratio: 0.359% 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 |
|---|---|---|---|---|---|
| 2023 | $20,627 | $20,627 | — | — | — |
| 2022 | $20,942 | — | $20,942 | — | — |