Plan Snapshot
- Plan Sponsor: Hill, Barth & King, LLC
- Sponsor EIN: 341897225
- Sponsor Address: 6603 SUMMIT DRIVE, CANFIELD, OH, 44406
- Plan Type: 401(k)
- Total Participants: 550
- Total Assets: $97.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 550 | $97.2M | $2.7M | $4.8M |
| 2023 | 576 | $83.3M | $2.3M | $4.3M |
| 2022 | 515 | $70.3M | $1.8M | $3.8M |
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 |
|---|---|---|---|---|
| BROWN, EDWARDS & COMPANY, LLP | Auditor | $16,700 | — | $16,700 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BROWN, EDWARDS & COMPANY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,700
- Estimated Expense Ratio: 0.017% 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 | $84,821 | — | $68,121 | $16,700 | — |
| 2023 | $86,429 | $9,309 | $61,449 | $15,500 | — |
| 2022 | $84,802 | $12,806 | $57,232 | — | $14,500 |