Plan Snapshot
- Plan Sponsor: The Hardy Corporation, INC.
- Sponsor EIN: 630180471
- Sponsor Address: P O BOX 2046, BIRMINGHAM, AL, 35201
- Plan Type: 401(k)
- Total Participants: 173
- Total Assets: $8.1M
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 | 173 | $8.1M | $245,504 | $473,415 |
| 2023 | 170 | $7.2M | $26,235 | $333,483 |
| 2022 | 154 | $7.0M | $30,881 | $335,132 |
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 |
|---|---|---|---|---|
| THE HIGHLANDS ACCOUNTING GROUP, INC | 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 | $39,192 | — | — | — | — |
| 2023 | $28,448 | $2,914 | — | — | — |
| 2022 | $47,100 | $18,281 | $13,069 | — | $8,000 |