Plan Snapshot
- Plan Sponsor: Hirshleifers, INC.
- Sponsor EIN: 112001739
- Sponsor Address: 2080 NORTHERN BLVD, MANHASSET, NY, 11030
- Plan Type: 401(k)
- Total Participants: 124
- Total Assets: $12.2M
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. |
|---|---|---|---|---|
| 2024 | 124 | $12.2M | $243,754 | $745,660 |
| 2023 | 139 | $10.2M | $267,323 | $748,952 |
| 2022 | 140 | $7.9M | $241,903 | $666,958 |
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 |
|---|---|---|---|---|
| FARBER BLICHT EYERMAN & HERZOG | 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 | $21,168 | $14,067 | — | — | — |
| 2023 | $4,705 | — | — | — | — |
| 2022 | $4,693 | — | — | — | — |