Plan Snapshot
- Plan Sponsor: Hugh M. Cunningham, INC.
- Sponsor EIN: 751677069
- Sponsor Address: 2029 WESTGATE DRIVE SUITE 120, CARROLLTON, TX, 75006
- Plan Type: 401(k)
- Total Participants: 174
- Total Assets: $15.5M
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 | 174 | $15.5M | $356,366 | $821,010 |
| 2023 | 149 | $13.6M | $459,504 | $744,291 |
| 2022 | 122 | $11.1M | $453,013 | $664,937 |
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 |
|---|---|---|---|---|
| KHA ACCOUNTS, PLLC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KHA ACCOUNTS, PLLC. — Auditor
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 | $44,087 | $10,553 | — | — | — |
| 2023 | $40,123 | $8,573 | — | $14,000 | — |
| 2022 | $38,100 | — | $38,100 | — | — |