Plan Snapshot
- Plan Sponsor: Hillwood Development Company, LLC
- Sponsor EIN: 752228517
- Sponsor Address: 3000 TURTLE CREEK BLVD, DALLAS, TX, 752197640
- Plan Type: 401(k)
- Total Participants: 773
- Total Assets: $221.0M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 773 | $221.0M | $6.7M | $9.8M |
| 2023 | 797 | $194.7M | $6.9M | $10.3M |
| 2022 | 855 | $159.0M | $6.2M | $8.9M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC | CUSTODIAN | $124,132 | — | $124,132 |
| HM&M GROUP, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HM&M GROUP, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $124,132
- Estimated Expense Ratio: 0.056% of plan assets
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 | $132,028 | — | — | — | — |
| 2023 | $125,926 | — | — | — | — |
| 2022 | $118,136 | — | — | — | — |