# Hugh M. Cunningham, INC. 401(k) Plan
Source: https://planprovider.pro/companies/hugh-m-cunningham-inc-401k-plan

> Hugh M. Cunningham, INC.'s 401(k) plan: 174 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$18,534|—|$18,534|

| KHA ACCOUNTANTS PLLC|OTHER|$15,000|—|$15,000|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$10,553|—|$10,553|

| KHA ACCOUNTS, PLLC.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [KHA ACCOUNTS, PLLC.](https://planprovider.pro/provider/kha-accountants-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $44,087

- **Estimated Expense Ratio:** 0.284% 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|$44,087|$10,553|—|—|—|

| 2023|$40,123|$8,573|—|$14,000|—|

| 2022|$38,100|—|$38,100|—|—|

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