Plan Snapshot
- Plan Sponsor: Hti Technology & Industries, INC.
- Sponsor EIN: 461055818
- Sponsor Address: 315 TECH PARK DRIVE SUITE 100, LAVERGNE, TN, 37086
- Plan Type: 401(k)
- Total Participants: 118
- Total Assets: $9.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 118 | $9.2M | $385,856 | $826,058 |
| 2023 | 132 | $8.5M | $359,804 | $828,667 |
| 2022 | 113 | $6.0M | $280,659 | $652,097 |
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 |
|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | Investment Advisor | $22,134 | — | $22,134 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $21,620 | — | $21,620 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,754
- Estimated Expense Ratio: 0.473% 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 | $47,715 | $26,095 | — | — | — |
| 2023 | $45,614 | $19,732 | — | — | — |
| 2022 | $38,583 | — | $38,583 | — | — |