# Hanley Wood, Dba Zonda 401(k) Plan
Source: https://planprovider.pro/companies/hw-management-inc-401k-plan

> Hanley Wood, Dba Zonda's 401(k) plan: 565 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hanley Wood, Dba Zonda

- **Sponsor EIN:** 800956936

- **Sponsor Address:** 4000 MACARTHUR BLVD SUITE 400, NEWPORT BEACH, CA, 92660

- **Plan Type:** 401(k)

- **Total Participants:** 565

- **Total Assets:** $56.1M

## 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.|

| 2024|565|$56.1M|$594,715|$3.7M|

| 2023|557|$52.7M|$385,479|$3.3M|

| 2022|552|$47.0M|$402,083|$3.2M|

## 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|

| FORVIS MAZARS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FORVIS MAZARS LLP](https://planprovider.pro/provider/forvis-mazars-llp) — 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|$167,227|$55,116|—|—|—|

| 2023|$146,503|$48,637|$97,866|—|—|

| 2022|$165,252|$52,212|$112,665|—|—|

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