Plan Snapshot
- Plan Sponsor: Hcw Management Consultants, LLC
- Sponsor EIN: 205776415
- Sponsor Address: 121 S. PAYNE STEWART DR., BRANSON, MO, 65616
- Plan Type: 401(k)
- Total Participants: 293
- Total Assets: $3.7M
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 | 293 | $3.7M | $256,213 | $431,848 |
| 2023 | 91 | $2.3M | $206,026 | $347,468 |
| 2022 | 91 | $1.5M | $172,779 | $291,578 |
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 |
|---|---|---|---|---|
| NOVAK BIRKS, PC | Auditor | — | — | $0 |
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 | $29,012 | — | $1,294 | — | — |
| 2023 | $18,906 | — | $720 | — | — |
| 2022 | $16,436 | $15,536 | $900 | — | — |