Plan Snapshot
- Plan Sponsor: H.W. Hunter, INC.
- Sponsor EIN: 950856770
- Sponsor Address: 1130 AUTO MALL DRIVE, LANCASTER, CA, 93534
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $283
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. |
|---|---|---|---|---|
| 2023 | 0 | $283 | $0 | $0 |
| 2022 | 3 | $3.9M | $82,755 | $220,435 |
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 |
|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS. CO | Recordkeeper | $14,493 | — | $14,493 |
| ADMIN. GROUP, LLC DBA TAG RESOURCES | Recordkeeper | $14,285 | — | $14,285 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA FINANCIAL LIFE INS. CO — Recordkeeper
- ADMIN. GROUP, LLC DBA TAG RESOURCES — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,778
- Estimated Expense Ratio: 10168.905% 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 |
|---|---|---|---|---|---|
| 2023 | $28,778 | — | — | — | — |
| 2022 | $51,514 | — | $51,514 | — | — |