Plan Snapshot
- Plan Sponsor: Hugg & Hall Equipment Co.
- Sponsor EIN: 710416379
- Sponsor Address: 8101 FOURCHE ROAD, LITTLE ROCK, AR, 72209
- Plan Type: 401(k)
- Total Participants: 790
- Total Assets: $45.6M
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 | 790 | $45.6M | $620,729 | $3.6M |
| 2023 | 702 | $37.8M | $1.1M | $3.2M |
| 2022 | 611 | $29.1M | $483,127 | $2.7M |
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 |
|---|---|---|---|---|
| STEPHENS GROUP ASSET MANAGEMENT LLC | INVESTMENT ADVISOR | $46,344 | — | $46,344 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $24,609 | — | $24,609 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $20,399 | — | $20,399 |
| LEAFHOUSE FINANCIAL ADVISORS, LLC | OTHER | $14,247 | — | $14,247 |
| HCJ CPAS AND ADVISORS, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HCJ CPAS AND ADVISORS, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $105,599
- Estimated Expense Ratio: 0.232% 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 | $112,077 | $70,953 | — | — | — |
| 2023 | $77,236 | $58,524 | — | — | — |
| 2022 | $68,275 | — | $68,275 | — | — |