Plan Snapshot
- Plan Sponsor: Hillyard Industries
- Sponsor EIN: 440284100
- Sponsor Address: 302 NORTH FOURTH STREET, ST. JOSEPH, MO, 64502
- Plan Type: DB
- Total Participants: 101
- Total Assets: $54.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 101 | $54.3M | $0 | $0 |
| 2023 | 107 | $55.6M | $1.9M | $0 |
| 2022 | 118 | $51.3M | $2.5M | $0 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | $21,825 | — | $21,825 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,825
- Estimated Expense Ratio: 0.040% 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 | $258,983 | $45,027 | — | $21,825 | — |
| 2023 | $116,598 | $42,771 | — | $8,400 | — |
| 2022 | $129,931 | $82,865 | — | — | $47,066 |