# Hoyle, Tanner & Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/hoyle-tanner-associates-inc-401k-plan

> Hoyle, Tanner & Associates, INC.'s 401(k) plan: 120 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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