Plan Snapshot
- Plan Sponsor: Hawk Ridge Systems
- Sponsor EIN: 943382356
- Sponsor Address: 575 CLYDE STE 420, MOUNTAIN VIEW, CA, 94043
- Plan Type: 401(k)
- Total Participants: 372
- Total Assets: $22.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 372 | $22.8M | $746,506 | $2.5M |
| 2023 | 394 | $18.0M | $758,680 | $2.5M |
| 2022 | 401 | $12.8M | $677,959 | $2.3M |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | INVESTMENT ADVISOR | $45,797 | — | $45,797 |
| EMPOWER ANNUITY INSURANCE CO OF AME | RECORDKEEPER | $30,428 | — | $30,428 |
| EMPOWER ADVISORY GROUP LLC | INVESTMENT MANAGEMENT | $14,557 | — | $14,557 |
| 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: $90,782
- Estimated Expense Ratio: 0.399% 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 | $93,789 | — | $93,789 | — | — |
| 2023 | $56,157 | — | $6,000 | — | — |
| 2022 | $45,508 | $41,998 | $3,510 | — | — |