Plan Snapshot
- Plan Sponsor: Hntb Holdings Ltd.
- Sponsor EIN: 562422024
- Sponsor Address: 715 KIRK DRIVE, KANSAS CITY, MO, 64105
- Plan Type: 401(k)
- Total Participants: 6,881
- Total Assets: $623.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 6,881 | $623.0M | $0 | $55.1M |
| 2023 | 6,257 | $542.7M | $10,062 | $47.6M |
| 2022 | 5,416 | $450.1M | $0 | $41.6M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | Recordkeeper | $536,047 | — | $536,047 |
| MORNINGSTAR INC | Recordkeeper | $242,339 | — | $242,339 |
| CREATIVE PLANNING HOLDCO LLC | Investment Advisor | $230,629 | — | $230,629 |
| OPTIMA CAPITAL MANAGEMENT LLC | Other Service Provider | $27,198 | — | $27,198 |
| FAS WEALTH PARTNERS INC | Other Service Provider | $20,052 | — | $20,052 |
| CREATIVE PLANNING LLC | Investment Advisor | $13,658 | — | $13,658 |
| MONETA GROUP INVESTMENT ADVISO | Other Service Provider | $9,195 | — | $9,195 |
| HAMILTON CAPITAL LLC | Other Service Provider | $5,429 | — | $5,429 |
| HOWARD CAPITAL MANAGEMENT INC | Other Service Provider | $5,319 | — | $5,319 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES INC — Recordkeeper
- MORNINGSTAR INC — Recordkeeper
- CREATIVE PLANNING HOLDCO LLC — Investment Advisor
- CREATIVE PLANNING LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,089,866
- Estimated Expense Ratio: 0.175% 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 | $1,112,784 | $770,291 | — | — | — |
| 2023 | $982,602 | $678,618 | — | — | — |
| 2022 | $964,461 | $531,660 | — | — | — |