Plan Snapshot
- Plan Sponsor: Hr&A Advisors, INC.
- Sponsor EIN: 208767681
- Sponsor Address: 99 HUDSON STREET, FLOOR 3, NEW YORK, NY, 100132815
- Plan Type: DC
- Total Participants: 167
- Total Assets: $26.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 167 | $26.7M | $811,324 | $0 |
| 2023 | 149 | $18.5M | $763,809 | $0 |
| 2022 | 112 | $11.4M | $746,070 | $0 |
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, P.C | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C — 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 | $2,252 | $1,662 | $540 | — | — |
| 2023 | $850 | $850 | — | — | — |
| 2022 | $991 | — | — | — | — |