Plan Snapshot
- Plan Sponsor: Hoskin & Muir, INC.
- Sponsor EIN: 942319959
- Sponsor Address: 4795 SHEPHERDSVILLE ROAD, LOUISVILLE, KY, 402183442
- Plan Type: 401(k)
- Total Participants: 419
- Total Assets: $10.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 419 | $10.5M | $502,814 | $1.3M |
| 2023 | 457 | $9.7M | $548,596 | $1.4M |
| 2022 | 499 | $7.6M | $169,700 | $822,084 |
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 |
|---|---|---|---|---|
| CLARK, SCHAEFER, HACKETT & CO. | 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 | $51,207 | $13,408 | — | — | — |
| 2023 | $44,424 | $14,098 | — | — | — |
| 2022 | $46,396 | $14,377 | $32,019 | — | — |