Plan Snapshot
- Plan Sponsor: Hcf Management, INC.
- Sponsor EIN: 200085606
- Sponsor Address: 1100 SHAWNEE ROAD, LIMA, OH, 45805
- Plan Type: 401(k)
- Total Participants: 1,727
- Total Assets: $53.1M
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 | 1,727 | $53.1M | $454,833 | $2.9M |
| 2023 | 1,734 | $53.1M | $536,667 | $3.1M |
| 2022 | 1,656 | $46.5M | $568,148 | $3.2M |
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 |
|---|---|---|---|---|
| CLARK, SCHAEFER, HACKETT & CO. | Auditor | $31,200 | — | $31,200 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,200
- Estimated Expense Ratio: 0.059% 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 | $240,912 | $102,600 | — | $31,200 | — |
| 2023 | $163,365 | $68,494 | — | $15,000 | — |
| 2022 | $162,452 | $38,501 | $123,951 | — | — |