# Executive 1 Hc LLC 401(k) Plan
Source: https://planprovider.pro/companies/executive-1-hc-llc-401k-plan

> Executive 1 Hc LLC's 401(k) plan: 160 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Executive 1 Hc LLC

- **Sponsor EIN:** 823076130

- **Sponsor Address:** 7918 JONES BRANCH DRIVE, MCLEAN, VA, 22102

- **Plan Type:** 401(k)

- **Total Participants:** 160

- **Total Assets:** $9.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|160|$9.7M|$431,173|$874,798|

| 2023|144|$8.5M|$356,336|$713,018|

| 2022|126|$7.4M|$373,253|$717,382|

## 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|

| MERRILL LYNCH LIFE AGENCY, INC.|INVESTMENT ADVISORY|$26,602|—|$26,602|

| TRANSAMERICA FINANCIAL LIFE INS CO|RECORDKEEPER|$17,793|—|$17,793|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MERRILL LYNCH LIFE AGENCY, INC.](https://planprovider.pro/provider/merrill-lynch) — INVESTMENT ADVISORY

- [TRANSAMERICA FINANCIAL LIFE INS CO](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $44,395

- **Estimated Expense Ratio:** 0.456% 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|$44,395|$26,602|—|—|—|

| 2023|$39,131|$22,539|—|—|—|

| 2022|$38,162|$22,344|—|—|—|

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