Plan Snapshot
- Plan Sponsor: Hotel & Restaurant Supply
- Sponsor EIN: 640434659
- Sponsor Address: 5020 ARUNDEL ROAD, MERIDIAN, MS, 39307
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $134,038 | $228,808 |
| 2023 | 195 | $12.8M | $335,995 | $567,523 |
| 2022 | 176 | $12.2M | $318,015 | $547,077 |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $14,028 | — | $14,028 |
| WATKINS, WARD & STAFFORD, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- WATKINS, WARD & STAFFORD, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,028
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 | $4,033 | $4,008 | — | — | — |
| 2023 | $7,064 | $7,014 | — | — | — |
| 2022 | $5,625 | $5,550 | — | — | — |