Plan Snapshot
- Plan Sponsor: Hro Resources
- Sponsor EIN: 461925229
- Sponsor Address: 700 ROCKMEAD DR. STE 212, KINGWOOD, TX, 77339
- Plan Type: 401(k)
- Total Participants: 518
- Total Assets: $6.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 518 | $6.0M | $377,069 | $836,410 |
| 2023 | 109 | $6.1M | $258,621 | $581,110 |
| 2022 | 153 | $1.7M | $79,564 | $236,523 |
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 |
|---|---|---|---|---|
| CBIZ CPAS PC | 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 | $70,361 | $10,413 | — | — | — |
| 2023 | $31,740 | — | $31,740 | — | — |
| 2022 | $25,534 | $1,640 | $23,894 | — | — |