Hill Family Group, INC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Hill Family Group, INC
  • Sponsor EIN: 751869395
  • Sponsor Address: 5049 EDWARDS RANCH ROAD, FLOOR 4, FORT WORTH, TX, 76109
  • Plan Type: 401(k)
  • Total Participants: 31
  • Total Assets: $24.7M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202431$24.7M$186,433$413,776
202332$23.8M$204,373$492,910
202230$22.1M$190,884$440,846

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
WEAVER & TIDWELL, LLCAuditor$0

Verified Provider Profiles

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

Plan Fees & Expenses

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

  • Total Service Provider Fees: $0

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$49,037$48,812
2023$46,122$45,953
2022$50,450$50,450

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