Plan Snapshot
- Plan Sponsor: Hsl Asset Management LLC
- Sponsor EIN: 020545387
- Sponsor Address: 3901 E BROADWAY BLVD, TUCSON, AZ, 857113452
- Plan Type: 401(k)
- Total Participants: 829
- Total Assets: $6.3M
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 | 829 | $6.3M | $272,487 | $877,108 |
| 2023 | 818 | $4.8M | $225,073 | $711,693 |
| 2022 | 728 | $2.9M | $130,301 | $379,710 |
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 |
|---|---|---|---|---|
| BEACHFLEISCHMAN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BEACHFLEISCHMAN — Auditor
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 | $68,026 | — | $68,026 | — | — |
| 2023 | $48,442 | — | $48,442 | — | — |
| 2022 | $40,740 | — | $40,740 | — | — |