Plan Snapshot
- Plan Sponsor: Haydon Building Corp
- Sponsor EIN: 860782387
- Sponsor Address: 4640 EAST COTTON GIN LOOP, PHOENIX, AZ, 85040
- Plan Type: 401(k)
- Total Participants: 547
- Total Assets: $29.4M
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. |
|---|---|---|---|---|
| 2023 | 547 | $29.4M | $526,801 | $2.3M |
| 2022 | 410 | $23.7M | $485,479 | $2.5M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $90,398 | — | $90,398 |
| SAGEVIEW ADVISORY GROUP LLC | ADVISOR | $44,000 | — | $44,000 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $34,364 | — | $34,364 |
| MAYER HOFFMAN MACCANN PC, | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- SAGEVIEW ADVISORY GROUP LLC — ADVISOR
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $168,762
- Estimated Expense Ratio: 0.574% 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 | $84,381 | $39,182 | — | — | — |
| 2022 | $103,746 | $15,831 | — | — | — |