# Hbk Sorce Financial, LLC 401(k) Plan
Source: https://planprovider.pro/companies/hbk-sorce-financial-llc-401k-plan

> Hbk Sorce Financial, LLC's 401(k) plan: 116 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hbk Sorce Financial, LLC

- **Sponsor EIN:** 341925718

- **Sponsor Address:** 6603 SUMMIT DRIVE, CANFIELD, OH, 44406

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

- **Total Participants:** 116

- **Total Assets:** $25.7M

## 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|116|$25.7M|$1.3M|$1.2M|

| 2023|123|$21.3M|$558,408|$1.0M|

| 2022|114|$17.5M|$549,450|$974,089|

## 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|

| BROWN EDWARDS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BROWN EDWARDS](https://planprovider.pro/provider/brown-edwards-and-company-llp) — 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|$15,436|—|$15,436|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Cleveland Research Company, LLC](https://planprovider.pro/companies/cleveland-research-company-llc-401k-plan) — 124 participants

- [Diamond Hill Investment Group, INC.](https://planprovider.pro/companies/diamond-hill-investment-group-401k-plan) — 129 participants

- [Echelon Group, LLC, Dba Opoc.Us](https://planprovider.pro/companies/echelon-group-llc-dba-opoc-us-401k-plan) — 129 participants

- [Meeder Investment Management, INC.](https://planprovider.pro/companies/meeder-investment-management-inc-plan) — 138 participants

- [Fund Evaluation Group, LLC](https://planprovider.pro/companies/fund-evaluation-group-llc-401k-plan) — 138 participants

- [Fund Evaluation Group 2017, INC.](https://planprovider.pro/companies/fund-evaluation-group-2017-inc-plan) — 146 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/hbk-sorce-financial-llc-401k-plan)

© 2026 PlanProvider.Pro