Plan Snapshot
- Plan Sponsor: Hayat Pharmacy, LLC
- Sponsor EIN: 831411818
- Sponsor Address: P.O. BOX 13337, MILWAUKEE, WI, 53213
- Plan Type: 401(k)
- Total Participants: 190
- Total Assets: $3.9M
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 | 190 | $3.9M | $300,913 | $398,573 |
| 2023 | 135 | $2.9M | $242,311 | $365,111 |
| 2022 | 127 | $2.9M | $235,178 | $369,763 |
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 |
|---|---|---|---|---|
| CERTIFIED PUBLIC ACCOUNTANTS SC | Auditor | — | — | $0 |
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 | $1,440 | — | — | — | — |
| 2023 | $13,850 | — | — | $10,100 | — |
| 2022 | $1,575 | — | — | — | $1,575 |