# H. N. Funkhouser & Co. 401(k) Plan
Source: https://planprovider.pro/companies/h-n-funkhouser-co-401k-plan

> H. N. Funkhouser & Co.'s 401(k) plan: 242 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** H. N. Funkhouser & Co.

- **Sponsor EIN:** 540832075

- **Sponsor Address:** 2150 SOUTH LOUDOUN ST, WINCHESTER, VA, 22601

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

- **Total Participants:** 242

- **Total Assets:** $6.2M

## 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|242|$6.2M|$152,681|$274,124|

| 2023|338|$5.4M|$156,517|$272,755|

| 2022|256|$5.1M|$160,706|$294,827|

## 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|

| YOUNT, HYDE & BARBOUR, P.C.|Auditor|$14,681|—|$14,681|

### Verified Provider Profiles

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

- [YOUNT, HYDE & BARBOUR, P.C.](https://planprovider.pro/provider/yount-hyde-and-barbour-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $14,681

- **Estimated Expense Ratio:** 0.238% 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|$40,921|—|$26,240|$14,681|—|

| 2023|$49,150|—|—|—|—|

| 2022|$50,107|$15,769|$34,338|—|—|

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