Plan Snapshot
- Plan Sponsor: Hughes Pittman & Gupton, LLP
- Sponsor EIN: 561415202
- Sponsor Address: 1500 SUNDAY DRIVE, SUITE 300, RALEIGH, NC, 27607
- Plan Type: DC
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 0 | $0 | $45,837 | $139,749 |
| 2023 | 93 | $21.6M | $381,921 | $888,834 |
| 2022 | 78 | $18.5M | $349,862 | $806,648 |
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 |
|---|---|---|---|---|
| NATIONWIDE | Other Service Provider | $53,994 | — | $53,994 |
| PENSION FINANCIAL SERVICES, INC. | Other Service Provider | $13,778 | — | $13,778 |
| ELLIOTT GROUP CPAS, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — Other Service Provider
- ELLIOTT GROUP CPAS, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $67,772
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 | $5,756 | — | $5,410 | — | — |
| 2023 | $33,885 | — | $6,888 | — | — |
| 2022 | $31,760 | — | $24,985 | — | $6,775 |