Plan Snapshot
- Plan Sponsor: H N S Management Company INC
- Sponsor EIN: 061002064
- Sponsor Address: 100 LEIBERT ROAD, HARTFORD, CT, 061201617
- Plan Type: DB
- Total Participants: 1,074
- Total Assets: $313.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,074 | $313.6M | $11.5M | $3.5M |
| 2023 | 1,013 | $288.0M | $12.0M | $3.3M |
| 2022 | 1,001 | $258.1M | $12.0M | $3.4M |
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 |
|---|---|---|---|---|
| USI CONSULTING GROUP | Other Service Provider | $143,243 | — | $143,243 |
| BANK OF AMERICA | Custodian / Trustee | $131,953 | — | $131,953 |
| HGK TRINITY STREET INTL FUND | Other Service Provider | $121,506 | — | $121,506 |
| ASB CAPITAL MGMT | Other Service Provider | $115,689 | — | $115,689 |
| GARCIA HAMILTON & ASSOCIATES | Other Service Provider | $84,565 | — | $84,565 |
| HNS MGMT CO INC | Recordkeeper | $74,135 | — | $74,135 |
| DAHAB ASSOCIATES, INC. | Other Service Provider | $68,163 | — | $68,163 |
| COLUMBIA MANAGEMENT | Other Service Provider | $42,886 | — | $42,886 |
| CARON & BLETZER | Auditor | $19,750 | — | $19,750 |
| RHUMBLINE | Other Service Provider | $12,814 | — | $12,814 |
| CHUBB | Insurance Carrier | $7,408 | — | $7,408 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER — Auditor
- CHUBB — Insurance Carrier
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $822,112
- Estimated Expense Ratio: 0.262% 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 | $975,195 | $577,576 | — | $19,750 | — |
| 2023 | $1,305,607 | $487,439 | — | $12,613 | — |
| 2022 | $2,054,413 | $598,897 | $39,349 | — | $168,329 |