Plan Snapshot
- Plan Sponsor: Hugo Enterprises LLC
- Sponsor EIN: 203705740
- Sponsor Address: 7901 SOUTHPARK PLZ STE 206, LITTLETON, CO, 801204505
- Plan Type: 401(k)
- Total Participants: 158
- Total Assets: $7.3M
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 | 158 | $7.3M | $368,889 | $717,347 |
| 2023 | 128 | $5.8M | $93,377 | $715,199 |
| 2022 | 135 | $4.2M | $76,519 | $615,655 |
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 |
|---|---|---|---|---|
| HAYNIE & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HAYNIE & COMPANY — 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 | $21,094 | — | $20,234 | — | — |
| 2023 | $15,289 | — | $14,429 | — | — |
| 2022 | $15,206 | — | $15,206 | — | — |