Plan Snapshot
- Plan Sponsor: Hull Associates, LLC
- Sponsor EIN: 752911896
- Sponsor Address: 2300 WEST MARSHALL DRIVE, GRAND PRAIRIE, TX, 75051
- Plan Type: 401(k)
- Total Participants: 362
- Total Assets: $13.3M
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 | 362 | $13.3M | $520,611 | $1.1M |
| 2023 | 422 | $10.6M | $477,338 | $914,934 |
| 2022 | 329 | $8.0M | $385,794 | $772,811 |
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 |
|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | RECORDKEEPING | $83,773 | — | $83,773 |
| MILBERN RAY & COMPANY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INSURANCE COMPANY — RECORDKEEPING
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $83,773
- Estimated Expense Ratio: 0.630% 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 | $85,552 | — | $2,375 | — | — |
| 2023 | $70,418 | $754 | $67,239 | — | — |
| 2022 | $57,367 | — | $57,367 | — | — |