Plan Snapshot
- Plan Sponsor: William Hezmalhalch Architects, INC.
- Sponsor EIN: 330173994
- Sponsor Address: 200 COMMERCE, SUITE 200, IRVINE, CA, 92602
- Plan Type: 401(k)
- Total Participants: 104
- Total Assets: $9.6M
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 | 104 | $9.6M | $0 | $879,636 |
| 2023 | 96 | $8.2M | $0 | $839,537 |
| 2022 | 113 | $7.3M | $0 | $826,400 |
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 |
|---|---|---|---|---|
| WINDES, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WINDES, INC. — 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 | $27,518 | — | $27,518 | — | — |
| 2023 | $23,335 | — | $23,335 | — | — |
| 2022 | $22,255 | $21,755 | $500 | — | — |