Plan Snapshot
- Plan Sponsor: Hilltop Ranch, INC.
- Sponsor EIN: 770529522
- Sponsor Address: 13890 LOONEY ROAD, BALLICO, CA, 95303
- Plan Type: 401(k)
- Total Participants: 108
- Total Assets: $4.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 108 | $4.5M | $201,752 | $330,451 |
| 2023 | 141 | $4.2M | $210,528 | $353,812 |
| 2022 | 148 | $3.4M | $177,536 | $331,586 |
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 |
|---|---|---|---|---|
| ATHERTON & ASSOCIATES, LLP | Auditor | — | — | $0 |
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 | $37,893 | $16,573 | $16,370 | — | — |
| 2023 | $36,261 | $14,768 | $17,143 | — | — |
| 2022 | $33,721 | — | — | — | $33,721 |