Plan Snapshot
- Plan Sponsor: Hueman People Solutions, LLC
- Sponsor EIN: 813395754
- Sponsor Address: 1776 AMERICAN HERITAGE LIFE DR #300, JACKSONVILLE BEACH, FL, 32224
- Plan Type: 401(k)
- Total Participants: 377
- Total Assets: $11.6M
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 | 377 | $11.6M | $488,943 | $1.4M |
| 2023 | 363 | $8.6M | $446,100 | $1.2M |
| 2022 | 410 | $6.3M | $406,108 | $1.1M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK USA | RECORDKEEPER | $3,028 | $87,744 | $90,772 |
| ENNIS PELLUM & ASSOCIATES, CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK USA — RECORDKEEPER
- ENNIS PELLUM & ASSOCIATES, CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $90,772
- Estimated Expense Ratio: 0.780% 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 | $7,658 | — | $3,028 | — | — |
| 2023 | $10,161 | — | $4,096 | — | — |
| 2022 | $3,001 | — | $876 | — | $2,125 |