Plan Snapshot
- Plan Sponsor: Hays & Sons Construction, INC.
- Sponsor EIN: 351755242
- Sponsor Address: 800 EAST THOMPSON ROAD, INDIANAPOLIS, IN, 46227
- Plan Type: 401(k)
- Total Participants: 139
- Total Assets: $7.3M
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 | 139 | $7.3M | $102,239 | $764,520 |
| 2023 | 140 | $6.0M | $123,147 | $744,331 |
| 2022 | 124 | $4.7M | $95,009 | $747,224 |
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 |
|---|---|---|---|---|
| CBIZ CPAS PC | 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 | $42,238 | — | $42,238 | — | — |
| 2023 | $34,150 | — | $34,150 | — | — |
| 2022 | $23,683 | — | $23,683 | — | — |