Plan Snapshot
- Plan Sponsor: Hvl, LLC
- Sponsor EIN: 251234313
- Sponsor Address: 112 TECHNOLOGY DRIVE, PITTSBURGH, PA, 15275
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $478,640 | $677,262 |
| 2022 | 370 | $12.8M | $956,132 | $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 |
|---|---|---|---|---|
| MCGILL, POWER, BELL & ASSOCIATES | Auditor | $78,539 | — | $78,539 |
| HAPANOWICZ & ASSOCIATES | N/A | $27,581 | — | $27,581 |
| EMPOWER ANNUITY INSURANCE CO | N/A | $26,687 | — | $26,687 |
| WALKER BENEFITS, LLC | N/A | $11,620 | — | $11,620 |
| ARNETT CARBIS TOOTHMAN LLP | N/A | $7,396 | — | $7,396 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $151,823
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 |
|---|---|---|---|---|---|
| 2023 | $203,356 | — | — | $78,539 | — |
| 2022 | $113,050 | — | — | — | — |