Plan Snapshot
- Plan Sponsor: Hill Group Health Care Management INC
- Sponsor EIN: 452687375
- Sponsor Address: 12496 PRINCETON RD, HUNTSBURG, OH, 44046
- Plan Type: 401(k)
- Total Participants: 333
- Total Assets: $6.1M
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 | 333 | $6.1M | $93,831 | $593,071 |
| 2023 | 252 | $5.7M | $75,072 | $416,579 |
| 2022 | 183 | $5.0M | $70,648 | $380,808 |
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 |
|---|---|---|---|---|
| HOBE & LUCAS CPAS, INC. | Auditor | — | — | $0 |
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 | $78,585 | — | $78,585 | — | — |
| 2023 | $69,339 | — | $69,339 | — | — |
| 2022 | $68,294 | $137 | $68,157 | — | — |