# Hfi, LLC 401(k) Plan
Source: https://planprovider.pro/companies/hfi-llc-401k-plan

> Hfi, LLC's 401(k) plan: 352 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hfi, LLC

- **Sponsor EIN:** 203914731

- **Sponsor Address:** 59 GENDER RD, CANAL WINCHESTER, OH, 43110

- **Plan Type:** 401(k)

- **Total Participants:** 352

- **Total Assets:** $20.7M

## 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|352|$20.7M|$804,039|$1.5M|

| 2023|373|$17.9M|$801,895|$1.5M|

| 2022|327|$15.7M|$784,489|$1.5M|

## 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|

| FIDELITY WORKPLACE SERVICES LLC|PLAN ADMINISTRATOR|$55,190|—|$55,190|

| EVERHART FINANCIAL GROUP INC|ADVISOR|$32,937|—|$32,937|

| MALONEY AND NOVOTNY, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [EVERHART FINANCIAL GROUP INC](https://planprovider.pro/provider/everhart-advisors) — ADVISOR

- [MALONEY AND NOVOTNY, LLC](https://planprovider.pro/provider/maloney-novotny-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $88,127

- **Estimated Expense Ratio:** 0.425% 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|$88,127|$32,937|—|—|—|

| 2023|$80,751|$30,677|—|—|—|

| 2022|$86,490|—|—|—|—|

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