Plan Snapshot
- Plan Sponsor: Hydro-Temp Mechanical, INC.
- Sponsor EIN: 930893475
- Sponsor Address: 28465 SOUTHWEST BOBERG ROAD, WILSONVILLE, OR, 97070
- Plan Type: 401(k)
- Total Participants: 90
- Total Assets: $26.0M
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 | 90 | $26.0M | $1.3M | $170,645 |
| 2023 | 100 | $23.5M | $1.7M | $166,425 |
| 2022 | 95 | $19.6M | $1.7M | $167,130 |
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 |
|---|---|---|---|---|
| FARBER HASS HURLEY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FARBER HASS HURLEY 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 | $77,402 | $51,074 | $2,848 | — | — |
| 2023 | $75,333 | $66,555 | $2,104 | — | — |
| 2022 | $57,379 | $48,840 | $8,539 | — | — |