Plan Snapshot
- Plan Sponsor: Helping Hand Home For Children, INC.
- Sponsor EIN: 741144638
- Sponsor Address: 3804 AVENUE B, AUSTIN, TX, 78751
- Plan Type: 401(k)
- Total Participants: 110
- Total Assets: $4.2M
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 | 110 | $4.2M | $254,358 | $150,135 |
| 2023 | 140 | $4.1M | $224,949 | $176,899 |
| 2022 | 142 | $3.4M | $200,465 | $192,361 |
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 |
|---|---|---|---|---|
| JULY BUSINESS SERVICES, INC. | RECORDKEEPER AND TPA | $24,503 | — | $24,503 |
| FROST WEALTH ADVISORS | INVESTMENT ADVISER | $9,321 | — | $9,321 |
| ATCHLEY & ASSOCIATES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JULY BUSINESS SERVICES, INC. — RECORDKEEPER AND TPA
- ATCHLEY & ASSOCIATES, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,824
- Estimated Expense Ratio: 0.805% 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 | $33,835 | $9,321 | $16,982 | — | — |
| 2023 | $35,463 | $8,595 | $26,868 | — | — |
| 2022 | $33,652 | $8,182 | $25,470 | — | — |