Plan Snapshot
- Plan Sponsor: Allen & Hoshall, INC.
- Sponsor EIN: 620909491
- Sponsor Address: 1661 INTERNATIONAL DRIVE, MEMPHIS, TN, 38120
- Plan Type: 401(k)
- Total Participants: 85
- Total Assets: $16.2M
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 | 85 | $16.2M | $301,783 | $602,846 |
| 2023 | 84 | $14.1M | $288,317 | $554,694 |
| 2022 | 79 | $11.9M | $274,588 | $494,507 |
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 |
|---|---|---|---|---|
| CBIZ CPAS PC | 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 | $36,487 | — | $36,487 | — | — |
| 2023 | $29,559 | — | $29,559 | — | — |
| 2022 | $30,544 | — | $30,544 | — | — |