Plan Snapshot
- Plan Sponsor: Hill Management Services, INC
- Sponsor EIN: 521723215
- Sponsor Address: 11350 MCCORMACK ROAD, HUNT VALLEY, MD, 21031
- Plan Type: 401(k)
- Total Participants: 264
- Total Assets: $9.2M
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 | 264 | $9.2M | $246,359 | $1.4M |
| 2023 | 238 | $8.2M | $202,046 | $1.1M |
| 2022 | 224 | $6.3M | $189,393 | $983,425 |
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 |
|---|---|---|---|---|
| COULTER & JUSTUS | 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 | $48,442 | $20,000 | — | — | — |
| 2023 | $45,202 | $1,667 | — | — | — |
| 2022 | $51,832 | — | $51,832 | — | — |