Plan Snapshot
- Plan Sponsor: Tnhc Realty And Construction, INC.
- Sponsor EIN: 270562009
- Sponsor Address: 15231 LAGUNA CANYON ROAD, IRVINE, CA, 92618
- Plan Type: 401(k)
- Total Participants: 365
- Total Assets: $35.9M
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 | 365 | $35.9M | $1.5M | $4.0M |
| 2023 | 248 | $29.3M | $1.1M | $3.0M |
| 2022 | 233 | $24.9M | $1.1M | $2.9M |
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 |
|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS LLC | ADVISOR | $53,967 | — | $53,967 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $32,828 | — | $32,828 |
| HEDMAN PARTNERS LLP | ACCOUNTANT/AUDITOR | $9,000 | — | $9,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GALLAGHER FIDUCIARY ADVISORS LLC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- HEDMAN PARTNERS LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $95,795
- Estimated Expense Ratio: 0.267% of plan assets
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 | $95,795 | $53,967 | — | $9,000 | — |
| 2023 | $49,607 | $46,469 | — | — | — |
| 2022 | $49,078 | — | — | — | — |