Plan Snapshot
- Plan Sponsor: Homer T. Hayward Lumber Co., INC.
- Sponsor EIN: 940543850
- Sponsor Address: P.O. BOX 16009, MONTEREY, CA, 93942
- Plan Type: 401(k)
- Total Participants: 200
- Total Assets: $19.4M
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. |
|---|---|---|---|---|
| 2024 | 200 | $19.4M | $122,549 | $996,074 |
| 2023 | 176 | $17.5M | $113,558 | $918,826 |
| 2022 | 168 | $14.6M | $107,519 | $882,093 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
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 | $12,100 | — | $9,850 | — | — |
| 2023 | $5,130 | — | — | — | — |
| 2022 | $13,040 | — | $13,040 | — | — |