Plan Snapshot
- Plan Sponsor: Hfs Holding Corporation
- Sponsor EIN: 751827504
- Sponsor Address: 8719 DIPLOMACY ROW, DALLAS, TX, 75247
- Plan Type: 401(k)
- Total Participants: 176
- Total Assets: $5.7M
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 | 176 | $5.7M | $0 | $211,021 |
| 2023 | 163 | $7.4M | $0 | $285,930 |
| 2022 | 163 | $6.8M | $0 | $271,799 |
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 |
|---|---|---|---|---|
| MESIROW FINANCIAL | RIA | $8,142 | — | $8,142 |
| CREATIVE PLANNING, LLC | RIA | $7,623 | — | $7,623 |
| WEAVER AND TIDWELL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING, LLC — RIA
- WEAVER AND TIDWELL LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,765
- Estimated Expense Ratio: 0.277% 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 | $22,930 | $15,765 | $7,165 | — | — |
| 2023 | $35,897 | $16,433 | $2,725 | $12,597 | — |
| 2022 | $23,222 | $16,802 | $3,695 | — | $2,725 |