# H&Co LLP 401(k) Plan
Source: https://planprovider.pro/companies/h-co-llp-401k-plan

> H&Co LLP's 401(k) plan: 184 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/smolin-lupin-and-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|—|—|

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