# Hawthorne Machinery Co., A California Corp 401(k) Plan
Source: https://planprovider.pro/companies/hawthorne-machinery-co-a-california-corp-401k-plan

> Hawthorne Machinery Co., A California Corp's 401(k) plan: 536 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hawthorne Machinery Co., A California Corp

- **Sponsor EIN:** 951583539

- **Sponsor Address:** 16945 CAMINO SAN BERNARDO, SAN DIEGO, CA, 921272405

- **Plan Type:** 401(k)

- **Total Participants:** 536

- **Total Assets:** $57.3M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|536|$57.3M|$1.3M|$3.8M|

| 2023|525|$50.8M|$1.2M|$3.4M|

| 2022|499|$42.9M|$1.0M|$3.1M|

## 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|$71,550|—|$71,550|

| ONEDIGITAL INVESTMENT ADVISORS|INVESTMENT ADVISORY|$64,476|$46|$64,522|

| BAKER TILLY US LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ONEDIGITAL INVESTMENT ADVISORS](https://planprovider.pro/provider/epic-retirement-plan-services) — INVESTMENT ADVISORY

- [BAKER TILLY US LLP](https://planprovider.pro/provider/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:** $136,072

- **Estimated Expense Ratio:** 0.238% 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|$136,026|$64,476|$71,550|—|—|

| 2023|$112,146|$23,247|$88,899|—|—|

| 2022|$131,113|—|$131,113|—|—|

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