Plan Snapshot
- Plan Sponsor: Hill & Wilkinson Construction Group, Ltd
- Sponsor EIN: 263786471
- Sponsor Address: 2703 TELECOM PARKWAY, RICHARDSON, TX, 75082
- Plan Type: 401(k)
- Total Participants: 405
- Total Assets: $44.6M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 405 | $44.6M | $1.2M | $3.1M |
| 2023 | 393 | $36.0M | $1.1M | $2.7M |
| 2022 | 319 | $29.4M | $1.1M | $2.4M |
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 |
|---|---|---|---|---|
| PROBITY ADVISORS INC | ADVISOR | $167,901 | — | $167,901 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $58,079 | — | $58,079 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $225,980
- Estimated Expense Ratio: 0.507% 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 | $225,980 | $167,901 | — | — | — |
| 2023 | $181,068 | $135,700 | — | — | — |
| 2022 | $198,249 | — | — | — | — |