Plan Snapshot
- Plan Sponsor: Hm Dunn Aerosystems, INC
- Sponsor EIN: 464605349
- Sponsor Address: 1804 W 2ND ST NORTH, WICHITA, KS, 67203
- Plan Type: 401(k)
- Total Participants: 205
- Total Assets: $13.5M
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 | 205 | $13.5M | $267,437 | $889,446 |
| 2023 | 224 | $13.7M | $292,062 | $984,822 |
| 2022 | 254 | $12.6M | $280,737 | $939,428 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $43,782 | — | $43,782 |
| SWINDOLL, JANZEN, HAWK & LOYD, LLC | ACCOUNTANT | $11,500 | — | $11,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- SWINDOLL, JANZEN, HAWK & LOYD, LLC — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $55,282
- Estimated Expense Ratio: 0.409% 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 | $55,282 | $11,500 | — | — | — |
| 2023 | $57,810 | $11,000 | — | — | — |
| 2022 | $54,356 | — | — | — | — |