Plan Snapshot
- Plan Sponsor: Hubbell, Roth, & Clark, INC.
- Sponsor EIN: 380668370
- Sponsor Address: 555 HULET DRIVE, BLOOMFIELD HILLS, MI, 483030824
- Plan Type: 401(k)
- Total Participants: 296
- Total Assets: $61.8M
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 | 296 | $61.8M | $1.1M | $2.3M |
| 2023 | 266 | $56.7M | $1.0M | $2.2M |
| 2022 | 254 | $50.7M | $769,577 | $2.1M |
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 |
|---|---|---|---|---|
| COHEN & COMPANY | 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 | $81,340 | $13,084 | — | — | — |
| 2023 | $70,590 | $8,750 | — | — | — |
| 2022 | $65,892 | — | $65,892 | — | — |