Plan Snapshot
- Plan Sponsor: H&Co LLP
- Sponsor EIN: 472427769
- Sponsor Address: 2320 PONCE DE LEON BOULEVARD, CORAL GABLES, FL, 33134
- Plan Type: 401(k)
- Total Participants: 184
- Total Assets: $5.0M
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 | 184 | $5.0M | $341,489 | $540,330 |
| 2023 | 193 | $4.0M | $256,872 | $369,575 |
| 2022 | 144 | $3.3M | $215,120 | $331,731 |
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 |
|---|---|---|---|---|
| SMOLIN LUPIN & CO., LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SMOLIN LUPIN & CO., LLC — 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 | $18,369 | $3,565 | $14,554 | — | — |
| 2023 | $13,600 | $2,210 | $11,240 | — | — |
| 2022 | $8,214 | — | $8,214 | — | — |