Plan Snapshot
- Plan Sponsor: Hta Plumbing & Mechanical INC
- Sponsor EIN: 880420295
- Sponsor Address: 2049 PABCO ROAD, HENDERSON, NV, 89011
- Plan Type: 401(k)
- Total Participants: 103
- Total Assets: $1.7M
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 | 103 | $1.7M | $187,639 | $237,735 |
| 2023 | 103 | $1.3M | $157,098 | $196,811 |
| 2022 | 95 | $889,076 | $148,676 | $172,805 |
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 |
|---|---|---|---|---|
| BD & ASSOC CPAS PLLC | 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 | $15,787 | — | $15,787 | — | — |
| 2023 | $20,856 | — | $20,856 | — | — |
| 2022 | $21,066 | — | — | — | $17,328 |