Plan Snapshot
- Plan Sponsor: Hawthorne Fbo Holdings, LLC
- Sponsor EIN: 273979983
- Sponsor Address: 1321 UPLAND DRIVE, SUITE 16381, HOUSTON, TX, 77043
- Plan Type: 401(k)
- Total Participants: 127
- Total Assets: $6.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 127 | $6.3M | $94,384 | $660,362 |
| 2023 | 184 | $9.1M | $156,268 | $846,710 |
| 2022 | 186 | $10.2M | $161,764 | $901,280 |
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 |
|---|---|---|---|---|
| BDO USA P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA P.C. — Auditor
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 | $83,899 | $27,224 | — | — | — |
| 2023 | $41,406 | — | — | — | — |
| 2022 | $5,686 | — | $5,686 | — | — |