Plan Snapshot
- Plan Sponsor: Huitt-Zollars, INC.
- Sponsor EIN: 751500178
- Sponsor Address: 5430 LBJ FREEWAY, DALLAS, TX, 75240
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 522
- Total Assets: $78.6M
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 | 522 | $78.6M | $0 | $3.3M |
| 2023 | 523 | $71.3M | $0 | $2.7M |
| 2022 | 499 | $63.4M | $0 | $2.4M |
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 |
|---|---|---|---|---|
| ROGERS WEALTH GROUP, INC. | Investment Advisor | $268,636 | — | $268,636 |
| MATRIX TRUST COMPAY | Recordkeeper | $15,923 | — | $15,923 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ROGERS WEALTH GROUP, INC. — Investment Advisor
- MATRIX TRUST COMPAY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $284,559
- Estimated Expense Ratio: 0.362% 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 | $284,560 | $259,944 | $8,693 | — | — |
| 2023 | $260,536 | $234,949 | $8,346 | — | — |
| 2022 | $232,541 | $213,620 | $8,114 | — | $10,807 |