Plan Snapshot
- Plan Sponsor: Hancock, Daniel & Johnson, P.C.
- Sponsor EIN: 710916697
- Sponsor Address: 4701 COX ROAD, STE. 400, GLEN ALLEN, VA, 23060
- Plan Type: 401(k)
- Total Participants: 99
- Total Assets: $29.6M
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 | 99 | $29.6M | $911,401 | $1.2M |
| 2023 | 93 | $24.7M | $881,129 | $1.1M |
| 2022 | 91 | $19.9M | $770,799 | $985,735 |
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 |
|---|---|---|---|---|
| KRAVITZ INC | OTHER SERVICES | — | $8,155 | $8,155 |
| MEADOWS URQUHART ACREE & COOK LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MEADOWS URQUHART ACREE & COOK LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,155
- Estimated Expense Ratio: 0.028% 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 | $2,798 | $68 | $2,730 | — | — |
| 2023 | $1,905 | — | — | — | — |
| 2022 | $12,751 | $10,025 | $2,726 | — | — |