Plan Snapshot
- Plan Sponsor: H & K International, INC.
- Sponsor EIN: 752513069
- Sponsor Address: 2200 SKYLINE DRIVE, MESQUITE, TX, 75149
- Plan Type: 401(k)
- Total Participants: 200
- Total Assets: $27.0M
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 | 200 | $27.0M | $649,631 | $911,096 |
| 2023 | 224 | $25.5M | $561,608 | $822,952 |
| 2022 | 242 | $21.7M | $766,264 | $533,309 |
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 PIERCE FENNER & SMITH | INVESTMENT ADVISOR | $58,597 | — | $58,597 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORD KEEPER | $37,680 | — | $37,680 |
| NOVA 401(K) ASSOCIATES | CONTRACT ADMIN | — | $12,913 | $12,913 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MANAGEMENT | $11,126 | — | $11,126 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $120,316
- Estimated Expense Ratio: 0.445% 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 | $107,402 | — | $107,402 | — | — |
| 2023 | $48,072 | — | $48,072 | — | — |
| 2022 | $4,850 | — | — | — | — |