# Hawthorne Residential Partners 401(k) Plan
Source: https://planprovider.pro/companies/hawthorne-residential-partners-401k-plan

> Hawthorne Residential Partners's 401(k) plan: 1,398 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hawthorne Residential Partners

- **Sponsor EIN:** 264141876

- **Sponsor Address:** 804 GREEN VALLEY ROAD, SUITE 300, GREENSBORO, NC, 27408

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

- **Total Participants:** 1,398

- **Total Assets:** $26.9M

## 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|1,398|$26.9M|$2.0M|$4.1M|

| 2023|1,172|$20.0M|$1.6M|$3.5M|

| 2022|1,109|$14.0M|$923,152|$2.8M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$114,148|—|$114,148|

| CAPFINANCIAL PARTNERS LLC DBA CAPTR|INVESTMENT ADVISOR|$31,032|—|$31,032|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$20,022|—|$20,022|

| LEEPER KEAN & RUMLEY LLP|AUDITOR|$15,500|—|$15,500|

| LEEPER, KEAN AND RUMLEY|Auditor|$15,500|—|$15,500|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $196,202

- **Estimated Expense Ratio:** 0.730% 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|$239,900|$51,054|—|$15,500|—|

| 2023|$183,513|$45,101|—|$14,500|—|

| 2022|$145,423|—|$145,423|—|—|

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