Plan Snapshot
- Plan Sponsor: Hdl Research Lab INC
- Sponsor EIN: 741963264
- Sponsor Address: P. O. BOX 2108, BRENHAM, TX, 77834
- Plan Type: 401(k)
- Total Participants: 110
- Total Assets: $7.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 110 | $7.6M | $287,401 | $610,503 |
| 2023 | 130 | $6.2M | $257,810 | $521,402 |
| 2022 | 102 | $4.6M | $220,482 | $440,983 |
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 |
|---|---|---|---|---|
| EDWARD D. JONES & CO., L.P. | INVESTMENT ADVISOR | $27,175 | — | $27,175 |
| WEINSTEIN SPIRA & COMPANY, P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,175
- Estimated Expense Ratio: 0.357% 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 | $53,681 | $28,534 | $23,347 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |