# Hill, Ward & Henderson, Professional Association 401(k) Plan
Source: https://planprovider.pro/companies/hill-ward-henderson-professional-association-401k-plan

> Hill, Ward & Henderson, Professional Association's 401(k) plan: 236 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hill, Ward & Henderson, Professional Association

- **Sponsor EIN:** 592678550

- **Sponsor Address:** 101 EAST KENNEDY BOULEVARD, TAMPA, FL, 336025195

- **Plan Type:** 401(k)

- **Total Participants:** 236

- **Total Assets:** $146.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|236|$146.1M|$3.3M|$3.3M|

| 2023|231|$133.8M|$3.3M|$3.2M|

| 2022|221|$109.7M|$3.0M|$2.7M|

## 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|

| CBIZ CPAS P.C.|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|$2,927|—|$2,927|—|—|

| 2023|$1,800|—|$1,800|—|—|

| 2022|$2,250|—|$2,250|—|—|

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