Plan Snapshot
- Plan Sponsor: Hoyle, Tanner & Associates, INC.
- Sponsor EIN: 020317405
- Sponsor Address: 150 DOW STREET, MANCHESTER, NH, 031011227
- Plan Type: 401(k)
- Total Participants: 120
- Total Assets: $29.3M
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 | 120 | $29.3M | $351,523 | $1.2M |
| 2023 | 106 | $25.4M | $223,693 | $1.1M |
| 2022 | 100 | $21.4M | $194,572 | $913,037 |
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 |
|---|---|---|---|---|
| USI CONSULTING GROUP | Other Service Provider | $6,230 | — | $6,230 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,230
- Estimated Expense Ratio: 0.021% 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 | $12,698 | $6,468 | — | — | — |
| 2023 | $4,661 | — | — | — | — |
| 2022 | $7,152 | — | — | — | $7,152 |