Plan Snapshot
- Plan Sponsor: Htc America, INC.
- Sponsor EIN: 820588689
- Sponsor Address: 1625 SHATTUCK AVE., BERKELEY, CA, 94709
- Plan Type: 401(k)
- Total Participants: 98
- Total Assets: $32.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 98 | $32.6M | $574,574 | $993,824 |
| 2023 | 100 | $30.9M | $547,268 | $952,188 |
| 2022 | 91 | $26.8M | $463,055 | $878,013 |
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 |
|---|---|---|---|---|
| CLARK NUBER P.S. | 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 | $31,003 | — | — | — | — |
| 2023 | $6,358 | — | — | — | — |
| 2022 | $389 | — | — | — | $389 |