Plan Snapshot
- Plan Sponsor: Hpc Holdings, INC.
- Sponsor EIN: 221492756
- Sponsor Address: 6525 THE CORNERS PARKWAY, PEACHTREE CORNERS, GA, 30092
- Plan Type: 401(k)
- Total Participants: 151
- Total Assets: $27.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 151 | $27.6M | $647,665 | $1.6M |
| 2023 | 158 | $28.3M | $722,320 | $1.6M |
| 2022 | 163 | $24.9M | $698,771 | $1.7M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $35,247 | — | $35,247 |
| JANNEY MONTGOMERY SCOTT LLC | INVESTMENT ADVISOR | $35,000 | — | $35,000 |
| CHERRY BEKAERT LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JANNEY MONTGOMERY SCOTT LLC — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $70,247
- Estimated Expense Ratio: 0.254% 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 | $73,604 | $35,000 | $35,247 | — | — |
| 2023 | $64,546 | $35,000 | $29,546 | — | — |
| 2022 | $68,110 | $35,000 | $33,110 | — | — |