Plan Snapshot
- Plan Sponsor: Hr & A Advisors, INC.
- Sponsor EIN: 208767681
- Sponsor Address: 99 HUDSON STREET 3RD FLOOR, NEW YORK, NY, 10013
- Plan Type: 401(k)
- Total Participants: 190
- Total Assets: $24.7M
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 | 190 | $24.7M | $637,480 | $2.1M |
| 2023 | 172 | $20.4M | $568,409 | $1.7M |
| 2022 | 149 | $17.9M | $497,299 | $1.3M |
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 |
|---|---|---|---|---|
| BDO USA PC | 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 | $81,598 | $63,462 | — | — | — |
| 2023 | $63,391 | $54,332 | — | — | — |
| 2022 | $74,113 | $74,113 | — | — | — |