# Hankey Investment Company LP 401(k) Plan
Source: https://planprovider.pro/companies/hankey-investment-company-lp-401k-plan

> Hankey Investment Company LP's 401(k) plan: 3,742 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hankey Investment Company LP

- **Sponsor EIN:** 954361557

- **Sponsor Address:** 4751 WILSHIRE BLVD, SUITE 110, LOS ANGELES, CA, 90010

- **Plan Type:** 401(k)

- **Total Participants:** 3,742

- **Total Assets:** $108.4M

## 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|3,742|$108.4M|$3.2M|$4.5M|

| 2023|3,674|$91.7M|$3,500|$4.2M|

| 2022|3,687|$79.8M|$1.6M|$4.4M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$170,666|—|$170,666|

| KOBAYASHI & COMPANY|ACCOUNTANT|$42,000|—|$42,000|

| LSL, LLP|Auditor|$42,000|—|$42,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LSL, LLP](https://planprovider.pro/provider/lsl-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $254,666

- **Estimated Expense Ratio:** 0.235% 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|$212,666|—|$170,666|$42,000|—|

| 2023|$188,901|—|$168,911|$19,990|—|

| 2022|$186,341|—|$168,341|—|$18,000|

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