# H.Y.B., INC. Dba Harper'S 401(k) Plan
Source: https://planprovider.pro/companies/h-y-b-inc-dba-harper-s-401k-plan

> H.Y.B., INC. Dba Harper'S's 401(k) plan: 470 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** H.Y.B., INC. Dba Harper'S

- **Sponsor EIN:** 621105945

- **Sponsor Address:** 9735 KINGSTON PIKE, KNOXVILLE, TN, 379223346

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

- **Total Participants:** 470

- **Total Assets:** $10.8M

## 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|470|$10.8M|$250,913|$1.4M|

| 2023|418|$8.6M|$185,599|$1.1M|

| 2022|396|$6.6M|$140,821|$859,650|

## 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 LIFE INSURANCE COMPANY|RECORDKEEPER|$47,816|—|$47,816|

| RAYMOND JAMES FINANCIAL SERVICES IN|INVESTMENT ADVISORY -PLA|$28,389|—|$28,389|

| ERISA SERVICES, INC.|RECORDKEEPER|$20,435|$206|$20,641|

| HENDERSON, HUTCHERSON & MCCULLOUGH|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TRANSAMERICA LIFE INSURANCE COMPANY](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [RAYMOND JAMES FINANCIAL SERVICES IN](https://planprovider.pro/provider/raymond-james-financial-inc) — INVESTMENT ADVISORY -PLA

- [ERISA SERVICES, INC.](https://planprovider.pro/provider/commonwealth-financial-network) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $96,846

- **Estimated Expense Ratio:** 0.899% 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|$112,120|—|—|—|—|

| 2023|$80,719|—|—|—|—|

| 2022|$52,555|$52,555|—|—|—|

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