Plan Snapshot
- Plan Sponsor: Hughes & Coleman PLLC
- Sponsor EIN: 274392229
- Sponsor Address: 1256 CAMPBELL LANE, BOWLING GREEN, KY, 42104
- Plan Type: 401(k)
- Total Participants: 140
- Total Assets: $10.5M
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 | 140 | $10.5M | $344,696 | $649,677 |
| 2023 | 123 | $9.6M | $354,615 | $652,157 |
| 2022 | 121 | $7.8M | $354,317 | $694,209 |
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 |
|---|---|---|---|---|
| DEMING, MALONE, LIVESAY & OSTROFF | Auditor | — | — | $0 |
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 | $52,571 | $31,903 | — | — | — |
| 2023 | $43,937 | $27,564 | — | — | — |
| 2022 | $46,224 | $114 | — | — | — |