Plan Snapshot
- Plan Sponsor: Hilltop Basic Resources, INC
- Sponsor EIN: 310952894
- Sponsor Address: 50 E. RIVERCENTER BOULEVARD SUITE 1, COVINGTON, KY, 41011
- Plan Type: 401(k)
- Total Participants: 128
- Total Assets: $16.8M
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 | 128 | $16.8M | $477,333 | $742,859 |
| 2023 | 151 | $15.9M | $489,562 | $774,861 |
| 2022 | 154 | $13.6M | $503,628 | $771,421 |
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 |
|---|---|---|---|---|
| DEAN DORTON ALLEN FORD, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DEAN DORTON ALLEN FORD, PLLC — 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 | $60,775 | $23,300 | — | — | — |
| 2023 | $51,419 | $20,230 | — | — | — |
| 2022 | $49,830 | $18,692 | $31,138 | — | — |