# Hooker Creek Companies, LLC 401(k) Plan
Source: https://planprovider.pro/companies/hooker-creek-companies-llc-401k-plan

> Hooker Creek Companies, LLC's 401(k) plan: 103 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/jones-and-roth-pc) — 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|

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