Plan Snapshot
- Plan Sponsor: Hooker Creek Companies, LLC
- Sponsor EIN: 931307395
- Sponsor Address: 95 SW SCALEHOUSE LOOP, BEND, OR, 977021224
- Plan Type: 401(k)
- Total Participants: 103
- Total Assets: $12.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 103 | $12.7M | $237,890 | $597,398 |
| 2023 | 100 | $11.3M | $167,412 | $459,599 |
| 2022 | 105 | $10.0M | $163,286 | $455,538 |
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 |
|---|---|---|---|---|
| JONES & ROTH P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JONES & ROTH P.C. — Auditor
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 | $53,039 | $11,957 | $23,147 | — | — |
| 2023 | $53,468 | $10,207 | $27,951 | — | — |
| 2022 | $49,578 | $8,662 | $27,924 | — | $12,992 |