# Hntb Holdings Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/hntb-holdings-ltd-401k-plan-002

> Hntb Holdings Ltd.'s 401(k) plan: 6,881 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|NONE|$536,047|—|$536,047|

| MORNINGSTAR INC|NONE|$242,339|—|$242,339|

| CREATIVE PLANNING HOLDCO LLC|NONE|$230,629|—|$230,629|

| OPTIMA CAPITAL MANAGEMENT LLC|NONE|$27,198|—|$27,198|

| FAS WEALTH PARTNERS INC|NONE|$20,052|—|$20,052|

| CREATIVE PLANNING LLC|NONE|$13,658|—|$13,658|

| MONETA GROUP INVESTMENT ADVISO|NONE|$9,195|—|$9,195|

| HAMILTON CAPITAL LLC|NONE|$5,429|—|$5,429|

| HOWARD CAPITAL MANAGEMENT INC|NONE|$5,319|—|$5,319|

| PICKETT, CHANEY, AND MCMULLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SCHWAB RETIREMENT PLAN SERVICES INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [MORNINGSTAR INC](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [CREATIVE PLANNING HOLDCO LLC](https://planprovider.pro/provider/creative-planning) — NONE

- [CREATIVE PLANNING LLC](https://planprovider.pro/provider/creative-planning) — NONE

- [PICKETT, CHANEY, AND MCMULLEN LLP](https://planprovider.pro/provider/pickett-chaney-and-mcmullen-llp) — Auditor

## 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/hntb-holdings-ltd-401k-plan-002)

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