Plan Snapshot
- Plan Sponsor: Hg Management, LLC
- Sponsor EIN: 462578864
- Sponsor Address: 5662 WEST CLUBHOUSE DRIVE, HURRICANE, UT, 84737
- Plan Type: 401(k)
- Total Participants: 202
- Total Assets: $2.0M
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 | 202 | $2.0M | $128,580 | $346,181 |
| 2023 | 187 | $1.5M | $183,877 | $329,749 |
| 2022 | 182 | $886,111 | $115,903 | $328,525 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | RECORDKEEPER | $20,004 | — | $20,004 |
| CHERRY BEKAERT | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,004
- Estimated Expense Ratio: 0.994% 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 | $20,004 | — | $20,004 | — | — |
| 2023 | $5,502 | — | $5,502 | — | — |
| 2022 | $4,727 | — | $4,727 | — | — |