# Hgc Construction Co. 401(k) Plan
Source: https://planprovider.pro/companies/hgc-construction-co-401k-plan

> Hgc Construction Co.&#39;s 401(k) plan: 309 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hgc Construction Co.

- **Sponsor EIN:** 311119613

- **Sponsor Address:** 2814 STANTON AVENUE, CINCINNATI, OH, 452061123

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

- **Total Participants:** 309

- **Total Assets:** $23.9M

## 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|309|$23.9M|$385,003|$2.1M|

| 2023|296|$20.5M|$340,030|$1.9M|

| 2022|261|$16.1M|$284,543|$1.6M|

## 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 INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$47,922|—|$47,922|

| CLOSED DLR-WOODBURY FINANCIAL|ADVISOR|$33,639|—|$33,639|

| BLUE & CO., LLC|ACCOUNTANT/AUDITOR|$12,250|—|$12,250|

| LEAFHOUSE|INVESTMENT ADVISOR|$11,082|—|$11,082|

| STRATEGIC ADVISORS, INC.|ADVISOR|$5,724|—|$5,724|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [BLUE & CO., LLC](https://planprovider.pro/provider/blue-and-co-llc) — ACCOUNTANT/AUDITOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $110,617

- **Estimated Expense Ratio:** 0.462% 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|$110,617|$50,445|—|$12,250|—|

| 2023|$96,000|$50,254|$1,200|$6,000|—|

| 2022|$91,610|$2,766|—|—|—|

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