Plan Snapshot
- Plan Sponsor: Hall Contracting Of Kentucky, INC.
- Sponsor EIN: 611358884
- Sponsor Address: P.O. BOX 37270, LOUISVILLE, KY, 40233
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 291
- Total Assets: $25.5M
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. |
|---|---|---|---|---|
| 2025 | 291 | $25.5M | $0 | $0 |
| 2024 | 207 | $26.7M | $1.4M | $693,003 |
| 2023 | 190 | $26.1M | $1.2M | $742,465 |
| 2022 | 192 | $22.3M | $1.4M | $779,255 |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | Other Service Provider | $24,899 | — | $24,899 |
| RETIREMENT MANAGEMENT SERVICES, LLC | Recordkeeper | — | $13,099 | $13,099 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,998
- Estimated Expense Ratio: 0.149% 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 |
|---|---|---|---|---|---|
| 2025 | $6,512,257 | $25,129 | $83,889 | — | — |
| 2024 | $103,352 | $23,240 | $79,112 | — | — |
| 2023 | $94,510 | $9,516 | — | — | — |
| 2022 | $118,555 | $11,218 | $107,337 | — | — |