Plan Snapshot
- Plan Sponsor: Hilty'S International, INC. Dba Hilty'S Electrical Contracting
- Sponsor EIN: 860995436
- Sponsor Address: 16414 N. 91ST STREET, SUITE B-101, SCOTTSDALE, AZ, 852601575
- Plan Type: DC
- Total Participants: 355
- Total Assets: $3.8M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 355 | $3.8M | $5,665 | $404,823 |
| 2023 | 333 | $4.5M | $0 | $255,766 |
| 2022 | 325 | $3.9M | $0 | $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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $33,782 | $16,880 | — | — | — |
| 2023 | $23,159 | $22,719 | — | — | — |
| 2022 | $21,550 | $21,550 | — | — | — |