Plan Snapshot
- Plan Sponsor: Hedwig Xpress LLC
- Sponsor EIN: 853095683
- Sponsor Address: 1300 FOUNTAIN SPRINGS CIRCLE, DANVILLE, CA, 94526
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 197
- Total Assets: $370,372
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. |
|---|---|---|---|---|
| 2025 | 197 | $370,372 | $0 | $0 |
| 2024 | 63 | $224,369 | $34,791 | $70,064 |
| 2023 | 70 | $118,129 | $29,688 | $47,075 |
| 2022 | 32 | $31,289 | $12,271 | $19,440 |
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 |
|---|---|---|---|---|
| METZ CPA PLLC | 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 |
|---|---|---|---|---|---|
| 2025 | $18,922 | $1,893 | — | — | — |
| 2024 | $19,532 | — | — | — | — |
| 2023 | $4,032 | — | — | — | — |
| 2022 | $644 | — | — | — | — |