Hardy Window 401(k) match, vesting and fees
What Hardy Window's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Beneco Systems, LLC | Schedule C ↗ |
| Independent auditor | Metz Cpa, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| Hardy Window: employer contribution per participant | $4,056 | |
| Peer median | $1,803 |
| Hardy Window: average balance | $14,609 | |
| Peer median | $48,934 |
| Hardy Window: admin expenses ÷ assets | 1.65% | |
| Peer median | 0.31% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $1.2M at the end of plan year 2021 to $2.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 212 | $2.1M | $596K | $4,056 | 1.65% | Not published | Form 5500 ↗ |
| 2023 | 209 | $1.5M | $295K | $2,563 | 2.09% | Not published | Form 5500 ↗ |
| 2022 | 219 | $1.1M | $189K | $1,309 | 2.01% | Not published | Form 5500 ↗ |
| 2021 | 178 | $1.2M | $234K | $1,634 | 2.46% | Not published | Form 5500 ↗ |
Common questions
Does Hardy Window match 401(k) contributions?
The match terms for the Hardy Window Company Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $596K in employer contributions, about $4,056 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Hardy Window 401(k) match vested?
The vesting schedule for the Hardy Window Company Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Hardy Window 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Beneco Systems, LLC. The plan administrator is Hardy Window Company.
I left Hardy Window. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Hardy Window Company, (714) 996-1807) or the recordkeeper, Beneco Systems, LLC. The Hardy Window old 401(k) page lists the contacts from every plan filing. Find an old Hardy Window 401(k)
Data from the public Form 5500 annual reports Hardy Window filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Hardy Window. Not financial advice. Report a correction · Methodology