Plan Snapshot
- Plan Sponsor: Hillcroft Medical Clinic Association
- Sponsor EIN: 741700061
- Sponsor Address: 1429 HIGHWAY 6 SOUTH, SUGAR LAND, TX, 77478
- Plan Type: 401(k)
- Total Participants: 141
- Total Assets: $21.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 141 | $21.7M | $392,440 | $671,991 |
| 2023 | 149 | $18.4M | $401,273 | $716,456 |
| 2022 | 147 | $15.0M | $385,072 | $587,875 |
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 |
|---|---|---|---|---|
| HARPER & PEARSON | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HARPER & PEARSON — Auditor
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 | $5,159 | — | $4,812 | — | — |
| 2023 | $4,779 | — | $4,779 | — | — |
| 2022 | $987 | — | $350 | — | — |