Plan Snapshot
- Plan Sponsor: Hci-Bulldog, LLC
- Sponsor EIN: 472589833
- Sponsor Address: 758 PARK CENTRE DRIVE, KERNERSVILLE, NC, 27284
- Plan Type: 401(k)
- Total Participants: 183
- Total Assets: $7.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 183 | $7.5M | $396,693 | $737,611 |
| 2023 | 167 | $5.9M | $398,225 | $718,242 |
| 2022 | 174 | $5.5M | $353,625 | $646,599 |
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 |
|---|---|---|---|---|
| BERNARD ROBINSON & CO | Auditor | $24,600 | — | $24,600 |
| EMPOWER ANNUITY INSURANCE CO | Recordkeeper | $18,615 | — | $18,615 |
| GLOBAL RETIREMENT PARTNERS LLC | Investment Advisor | $17,674 | — | $17,674 |
| WEALTH ADVISORY SERVICES LLC | Investment Advisor | $14,398 | — | $14,398 |
| TRIAD PLAN ADMINISTRATION | Recordkeeper | — | $6,414 | $6,414 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $81,701
- Estimated Expense Ratio: 1.094% 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 | $74,016 | — | $74,016 | — | — |
| 2023 | $46,300 | — | $46,300 | — | — |
| 2022 | $50,200 | — | $50,200 | — | — |