Plan Snapshot
- Plan Sponsor: Hmh Engineers
- Sponsor EIN: 942320927
- Sponsor Address: 1570 OAKLAND RD, SAN JOSE, CA, 95131
- Plan Type: 401(k)
- Total Participants: 88
- Total Assets: $28.0M
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 | 88 | $28.0M | $356,179 | $944,793 |
| 2023 | 83 | $26.4M | $346,998 | $945,158 |
| 2022 | 91 | $19.6M | $367,661 | $974,430 |
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 |
|---|---|---|---|---|
| FIRST BANK | OTHER | $32,628 | — | $32,628 |
| ARMANINO LLP | AUDITOR | $19,635 | — | $19,635 |
| ARMANIO LLP | Auditor | $19,635 | — | $19,635 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $15,573 | — | $15,573 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ARMANINO LLP — AUDITOR
- ARMANIO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $87,471
- Estimated Expense Ratio: 0.312% 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 |
|---|---|---|---|---|---|
| 2024 | $72,527 | $4,691 | — | $19,635 | — |
| 2023 | $67,868 | $31,081 | — | $24,488 | — |
| 2022 | $840 | — | $840 | — | — |