Plan Snapshot
- Plan Sponsor: Hall Contracting Of Kentucky, INC.
- Sponsor EIN: 611358884
- Sponsor Address: 3800 CRITTENDEN DRIVE, LOUISVILLE, KY, 40209
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 155
- Total Assets: $622,531
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 | 155 | $622,531 | $2.0M | $683,610 |
| 2023 | 156 | $366,582 | $1.9M | $601,405 |
| 2022 | 157 | $443,013 | $1.7M | $523,840 |
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 |
|---|---|---|---|---|
| ANTHEM HEALTH PLANS OF KENTUCKY, IN | Recordkeeper | $150,709 | — | $150,709 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANTHEM HEALTH PLANS OF KENTUCKY, IN — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $150,709
- Estimated Expense Ratio: 24.209% 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 | $156,207 | $3,257 | — | — | — |
| 2023 | $210,543 | $1,635 | — | — | — |
| 2022 | $224,061 | — | — | — | — |