Plan Snapshot
- Plan Sponsor: Hamra Management Company, L.L.C.
- Sponsor EIN: 203694983
- Sponsor Address: 1855 S INGRAM MILL RD STE 100, SPRINGFIELD, MO, 658042100
- Plan Type: 401(k)
- Total Participants: 5,603
- Total Assets: $22.6M
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. |
|---|---|---|---|---|
| 2024 | 5,603 | $22.6M | $258,368 | $2.0M |
| 2023 | 2,544 | $18.9M | $219,122 | $1.7M |
| 2022 | 2,060 | $14.1M | $217,812 | $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 |
|---|---|---|---|---|
| SFW PARTNERS LLC | Auditor | $15,500 | — | $15,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SFW PARTNERS LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,500
- Estimated Expense Ratio: 0.069% 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 | $14,948 | — | — | $15,500 | — |
| 2023 | -$16,087 | — | — | — | — |
| 2022 | -$13,547 | — | — | — | — |