# The Haverford Trust Company 401(k) Plan
Source: https://planprovider.pro/companies/the-haverford-trust-company-401k-plan

> The Haverford Trust Company's 401(k) plan: 145 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Haverford Trust Company

- **Sponsor EIN:** 232329854

- **Sponsor Address:** THREE RADNOR CORP. CENTER, STE. 450, RADNOR, PA, 190874580

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

- **Total Participants:** 145

- **Total Assets:** $59.1M

## 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|145|$59.1M|$831,909|$2.4M|

| 2023|135|$49.7M|$806,075|$2.3M|

| 2022|128|$39.3M|$1.2M|$2.0M|

## 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|

| KREISCHER MILLER|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [KREISCHER MILLER](https://planprovider.pro/provider/kreischer-miller) — 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|$20,261|$1,585|—|—|—|

| 2023|$16,436|$885|—|—|—|

| 2022|$17,547|$2,021|—|—|—|

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