Plan Snapshot
- Plan Sponsor: Huddl3 Group
- Sponsor EIN: 852208820
- Sponsor Address: 1775 FLIGHT WAY, TUSTIN, CA, 92782
- Plan Type: 401(k)
- Total Participants: 1,047
- Total Assets: $35.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 1,047 | $35.9M | $0 | $4.0M |
| 2023 | 933 | $34.3M | $0 | $3.6M |
| 2022 | 856 | $29.9M | $0 | $3.3M |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $85,356 | — | $85,356 |
| GLOBAL RETIREMENT PARTNERS | Investment Advisor | $60,041 | — | $60,041 |
| WERTZ & COMPANY | Other Service Provider | $11,573 | — | $11,573 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
- GLOBAL RETIREMENT PARTNERS — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $156,970
- Estimated Expense Ratio: 0.438% 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 | $126,951 | $51,902 | — | — | — |
| 2023 | $38,462 | — | — | — | — |
| 2022 | $104,902 | — | — | — | — |