Plan Snapshot
- Plan Sponsor: Hord Personnel Services, INC.
- Sponsor EIN: 204302575
- Sponsor Address: 911 STATE ROUTE 98, BUCYRUS, OH, 44820
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 253
- Total Assets: $12.8M
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. |
|---|---|---|---|---|
| 2025 | 253 | $12.8M | $0 | $0 |
| 2024 | 204 | $11.0M | $248,462 | $649,799 |
| 2023 | 173 | $9.3M | $225,569 | $599,355 |
| 2022 | 169 | $7.4M | $218,827 | $599,307 |
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 |
|---|---|---|---|---|
| EVERHART ADVISORS | Other Service Provider | $28,906 | — | $28,906 |
| ASCENSUS LLC | Other Service Provider | $10,678 | $10 | $10,688 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,594
- Estimated Expense Ratio: 0.310% 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 |
|---|---|---|---|---|---|
| 2025 | $1,111,724 | $28,906 | $7,603 | — | — |
| 2024 | $53,234 | $26,201 | $24,153 | — | — |
| 2023 | $39,626 | — | $39,626 | — | — |
| 2022 | $38,004 | — | — | — | $38,004 |