Plan Snapshot
- Plan Sponsor: Hawley, LLC
- Sponsor EIN: 274406564
- Sponsor Address: 1181 SOUTH LAKE DRIVE, LEXINGTON, SC, 29073
- Plan Type: 401(k)
- Total Participants: 50
- Total Assets: $3.6M
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 | 50 | $3.6M | $63,569 | $255,175 |
| 2023 | 62 | $3.5M | $104,558 | $362,983 |
| 2022 | 84 | $2.8M | $108,058 | $365,876 |
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 |
|---|---|---|---|---|
| BDG-CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDG-CPAS — 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 | $35,194 | $18,215 | $16,979 | — | — |
| 2023 | $32,780 | $16,158 | $16,622 | — | — |
| 2022 | $30,586 | — | $14,627 | — | — |