Plan Snapshot
- Plan Sponsor: Hui Huliau
- Sponsor EIN: 274710855
- Sponsor Address: 4017 WEST MARTIN LUTHER KING JR BLV, TAMPA, FL, 33614
- Plan Type: 401(k)
- Total Participants: 170
- Total Assets: $7.8M
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 | 170 | $7.8M | $514,338 | $999,347 |
| 2023 | 158 | $6.2M | $396,915 | $875,131 |
| 2022 | 186 | $5.1M | $280,609 | $651,025 |
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 |
|---|---|---|---|---|
| WARREN AVERETT, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WARREN AVERETT, LLC — 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 | $37,719 | $14,303 | $22,556 | — | — |
| 2023 | $30,424 | $10,852 | $18,712 | — | — |
| 2022 | $28,827 | $10,814 | $18,013 | — | — |