Plan Snapshot
- Plan Sponsor: Hcf Insurance Agency
- Sponsor EIN: 200861033
- Sponsor Address: 21747 ERWIN ST SECOND FLOOR, WOODLAND HILLS, CA, 91367
- Plan Type: 401(k)
- Total Participants: 127
- Total Assets: $544,497
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. |
|---|---|---|---|---|
| 2023 | 127 | $544,497 | $80,857 | $63,678 |
| 2022 | 6 | $385,835 | $39,752 | $58,990 |
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 |
|---|---|---|---|---|
| MOSS ADAMS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MOSS ADAMS — 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 |
|---|---|---|---|---|---|
| 2023 | $4,968 | $8 | $4,817 | — | — |
| 2022 | $3,220 | — | — | — | — |