Plan Snapshot
- Plan Sponsor: Hassell & Hughes Lumber Company, INC.
- Sponsor EIN: 620228798
- Sponsor Address: P.O. BOX 68, COLLINWOOD, TN, 38450
- Plan Type: 401(k)
- Total Participants: 84
- Total Assets: $4.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 84 | $4.6M | $150,209 | $224,041 |
| 2023 | 87 | $4.4M | $146,908 | $220,538 |
| 2022 | 82 | $3.5M | $135,600 | $214,197 |
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 |
|---|---|---|---|---|
| CARR, RIGGS & INGRAM, LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $50,378 | — | $50,378 | — | — |
| 2023 | $28,429 | — | $28,429 | — | — |
| 2022 | $26,542 | — | — | — | $26,542 |