Plan Snapshot
- Plan Sponsor: Hotchkiss Insurance Managers
- Sponsor EIN: 900341290
- Sponsor Address: 4120 INTERNATIONAL PARKWAY SUITE 20, CARROLLTON, TX, 750071960
- Plan Type: 401(k)
- Total Participants: 173
- Total Assets: $22.9M
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 | 173 | $22.9M | $408,276 | $1.5M |
| 2023 | 150 | $20.1M | $266,247 | $1.3M |
| 2022 | 123 | $16.6M | $347,040 | $1.2M |
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 |
|---|---|---|---|---|
| STILL BURTON 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 | $48,892 | $36,452 | — | — | — |
| 2023 | $48,911 | $30,752 | — | — | — |
| 2022 | $61,054 | $46,052 | $12,306 | — | — |