Plan Snapshot
- Plan Sponsor: Hci Systems, INC.
- Sponsor EIN: 261656639
- Sponsor Address: 1354 SOUTH PARKSIDE PLACE, ONTARIO, CA, 91761
- Plan Type: 401(k)
- Total Participants: 910
- Total Assets: $22.2M
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. |
|---|---|---|---|---|
| 2024 | 910 | $22.2M | $2.7M | $2.5M |
| 2023 | 575 | $15.3M | $1.1M | $2.3M |
| 2022 | 575 | $11.1M | $466,670 | $1.7M |
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 |
|---|---|---|---|---|
| ECONOMIC GROUP PENSION SVCS | TPA | $58,224 | — | $58,224 |
| GOLDEN STATE WEALTH MANAGEMENT, LLC | OTHERS | $56,950 | — | $56,950 |
| NATIONWIDE | RECORDKEEPER | $45,053 | — | $45,053 |
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — RECORDKEEPER
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $160,227
- Estimated Expense Ratio: 0.722% 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 | $91,217 | — | $91,217 | — | — |
| 2023 | $64,351 | — | $64,351 | — | — |
| 2022 | $138,644 | — | $138,644 | — | — |