Plan Snapshot
- Plan Sponsor: Hilltoppers INC.
- Sponsor EIN: 620960062
- Sponsor Address: 86 DUER COURT, CROSSVILLE, TN, 38555
- Plan Type: 401(k)
- Total Participants: 196
- Total Assets: $1.3M
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 | 196 | $1.3M | $130,135 | $244,275 |
| 2023 | 226 | $950,469 | $66,660 | $155,700 |
| 2022 | 217 | $657,501 | $56,221 | $137,513 |
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 |
|---|---|---|---|---|
| HASSELL RAY YORK AND ASSOCIATES | 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 | $12,195 | $9,913 | — | — | — |
| 2023 | $3,967 | — | $3,107 | — | — |
| 2022 | $3,057 | — | $3,057 | — | — |