Plan Snapshot
- Plan Sponsor: Houwzer
- Sponsor EIN: 472138699
- Sponsor Address: 1435 WALNUT ST, PHILADELPHIA, PA, 19102
- Plan Type: 401(k)
- Total Participants: 32
- Total Assets: $1.4M
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 | 32 | $1.4M | $0 | $144,030 |
| 2023 | 37 | $1.5M | $0 | $248,982 |
| 2022 | 61 | $975,401 | $0 | $447,367 |
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 |
|---|---|---|---|---|
| HALLOWELL 401(K) ASSURANCE, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HALLOWELL 401(K) ASSURANCE, LLC — 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 | $7,322 | $375 | — | — | — |
| 2023 | $300 | — | — | — | — |
| 2022 | $675 | — | — | — | $675 |