# Hillcrest Family Services 401(k) Plan
Source: https://planprovider.pro/companies/hillcrest-family-services-401k-plan

> Hillcrest Family Services's 401(k) plan: 206 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hillcrest Family Services

- **Sponsor EIN:** 420680411

- **Sponsor Address:** 2005 ASBURY ROAD, DUBUQUE, IA, 52001

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

- **Total Participants:** 206

- **Total Assets:** $9.3M

## 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|206|$9.3M|$254,915|$278,267|

| 2023|203|$9.6M|$271,945|$266,658|

| 2022|261|$9.3M|$315,629|$301,296|

## 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|

| JULY BUSINESS SERVICES LLC|RECORDKEEPER|$40,312|—|$40,312|

| DUBUQUE BANK & TRUST|NONE|$16,044|—|$16,044|

| EIDE BAILLY LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JULY BUSINESS SERVICES LLC](https://planprovider.pro/provider/july-business-services) — RECORDKEEPER

- [EIDE BAILLY LLP](https://planprovider.pro/provider/eide-bailly-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $56,356

- **Estimated Expense Ratio:** 0.607% 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|$77,361|$21,419|$15,625|—|—|

| 2023|$81,686|$10,000|$71,681|—|—|

| 2022|$69,925|—|—|—|$69,925|

## Similar Plans

- [Progress Industries](https://planprovider.pro/companies/progress-industries-403b-plan) — 199 participants

- [Discovery Living, INC.](https://planprovider.pro/companies/discovery-living-inc-401k-plan) — 197 participants

- [Exceptional Persons, INC.](https://planprovider.pro/companies/exceptional-persons-inc-401k-plan) — 232 participants

- [Hills & Dales Child Development Center](https://planprovider.pro/companies/hills-dales-child-development-center-401k-plan) — 257 participants

- [Hope Haven Area Development Center Corporation](https://planprovider.pro/companies/hope-haven-area-development-center-corporation-401k-plan) — 260 participants

- [Village Northwest Unlimited](https://planprovider.pro/companies/village-northwest-unlimited-plan-001) — 288 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/hillcrest-family-services-401k-plan)

© 2026 PlanProvider.Pro