Plan Snapshot
- Plan Sponsor: Hlw International, LLP
- Sponsor EIN: 131441800
- Sponsor Address: 5 PENN PLAZA, NEW YORK, NY, 10001
- Plan Type: 401(k)
- Total Participants: 196
- Total Assets: $35.3M
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 | $35.3M | $353,790 | $1.9M |
| 2023 | 213 | $34.0M | $361,075 | $2.0M |
| 2022 | 240 | $28.1M | $356,620 | $1.7M |
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 |
|---|---|---|---|---|
| BRIO BENEFIT CONSULTING | Other Service Provider | $43,118 | — | $43,118 |
| CMC ADVISORS, INC | Investment Advisor | $43,118 | — | $43,118 |
| CMC INTERACTIVE, LLC | Other Service Provider | $7,040 | — | $7,040 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $93,276
- Estimated Expense Ratio: 0.264% 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 | $93,276 | $43,118 | — | — | — |
| 2023 | $81,950 | $37,150 | — | — | — |
| 2022 | $76,329 | $35,972 | — | — | — |