# Housley Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/housley-communications-inc-401k-plan

> Housley Group, INC.'s 401(k) plan: 179 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Housley Group, INC.

- **Sponsor EIN:** 751899446

- **Sponsor Address:** 3550 S. BRYANT BOULEVARD, SAN ANGELO, TX, 76903

- **Plan Type:** 401(k)

- **Total Participants:** 179

- **Total Assets:** $12.2M

## 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|179|$12.2M|$435,115|$610,439|

| 2023|185|$11.8M|$433,444|$467,744|

| 2022|176|$11.9M|$375,000|$452,587|

## 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|

| JOHN HANCOCK LIFE INSURANCE COMPANY|RECORDKEEPER|$7,216|—|$7,216|

| WILSHIRE ASSOCIATES, INC.|RIA IA|$5,787|—|$5,787|

| ARMSTRONG, BACKUS & CO LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JOHN HANCOCK LIFE INSURANCE COMPANY](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

- [WILSHIRE ASSOCIATES, INC.](https://planprovider.pro/provider/john-hancock) — RIA IA

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $13,003

- **Estimated Expense Ratio:** 0.107% 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|

| 2024|$97,966|$5,184|$92,782|—|—|

| 2023|$94,330|$5,183|$77,797|—|—|

| 2022|$99,912|$90,537|$9,375|—|—|

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