Plan Snapshot
- Plan Sponsor: Hiley Cars Hurst L.P.
- Sponsor EIN: 550834896
- Sponsor Address: 3535 W LOOP 820 S, HURST, TX, 76053
- Plan Type: 401(k)
- Total Participants: 274
- Total Assets: $7.4M
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 | 274 | $7.4M | $143,795 | $1.1M |
| 2023 | 267 | $6.0M | $142,831 | $1.1M |
| 2022 | 252 | $4.5M | $133,718 | $1.0M |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $59,026 | — | $59,026 |
| MML INVESTORS SERVICES, INC. | INVESTMENT/FINANCIAL ADVI | $15,171 | — | $15,171 |
| FORVIS MAZARS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- MML INVESTORS SERVICES, INC. — INVESTMENT/FINANCIAL ADVI
- FORVIS MAZARS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $74,197
- Estimated Expense Ratio: 0.998% 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 | $74,197 | $15,172 | — | — | — |
| 2023 | $55,365 | $11,687 | — | — | — |
| 2022 | $56,532 | — | — | — | — |