Plan Snapshot
- Plan Sponsor: Hilltop Energy, INC.
- Sponsor EIN: 341479255
- Sponsor Address: 7896 DICKEY DR., LISBON, OH, 44432
- Plan Type: 401(k)
- Total Participants: 87
- Total Assets: $10.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 87 | $10.1M | $293,559 | $521,471 |
| 2023 | 86 | $9.2M | $265,377 | $471,478 |
| 2022 | 89 | $7.8M | $229,069 | $496,245 |
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 |
|---|---|---|---|---|
| PACKER THOMAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PACKER THOMAS — 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 | $40,544 | $24,498 | — | — | — |
| 2023 | $29,735 | $20,561 | — | — | — |
| 2022 | $27,785 | — | — | — | — |