Plan Snapshot
- Plan Sponsor: Hodges Management Company
- Sponsor EIN: 582526790
- Sponsor Address: PO BOX 637, STATESBORO, GA, 30459
- Plan Type: 401(k)
- Total Participants: 316
- Total Assets: $3.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 316 | $3.1M | $19,443 | $194,420 |
| 2023 | 318 | $3.0M | $16,750 | $167,495 |
| 2022 | 295 | $2.3M | $15,047 | $150,468 |
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 |
|---|---|---|---|---|
| DABBS, HICKMAN, HILL & CANNON, LLP | 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 | $3,892 | — | — | — | — |
| 2023 | $2,531 | $2,531 | — | — | — |
| 2022 | $1,666 | — | — | — | $1,666 |