Plan Snapshot
- Plan Sponsor: Ed Hicks Imports
- Sponsor EIN: 201032447
- Sponsor Address: 3026 S PADRE ISLAND DR, CORPUS CHRISTI, TX, 78415
- Plan Type: 401(k)
- Total Participants: 253
- Total Assets: $6.4M
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 | 253 | $6.4M | $57,401 | $373,784 |
| 2023 | 126 | $5.7M | $73,116 | $376,913 |
| 2022 | 148 | $4.8M | $46,452 | $328,394 |
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 |
|---|---|---|---|---|
| COLLIER, JOHNSON & WOODS P.C. | 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 | $420,012 | — | $24,846 | — | — |
| 2023 | $21,381 | — | — | — | — |
| 2022 | $20,769 | — | — | — | — |