Plan Snapshot
- Plan Sponsor: Human Capital Concepts, LLC
- Sponsor EIN: 260177492
- Sponsor Address: 8401 MOLLER ROAD, UNIT 681488, INDIANAPOLIS, IN, 46268
- Plan Type: 401(k)
- Total Participants: 2,408
- Total Assets: $94.7M
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 | 2,408 | $94.7M | $3.9M | $11.0M |
| 2023 | 2,401 | $75.8M | $3.5M | $9.8M |
| 2022 | 2,181 | $52.9M | $2.4M | $7.3M |
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 |
|---|---|---|---|---|
| CBIZ CPAS PC | Auditor | — | — | $0 |
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 | $475,402 | — | $350,256 | — | — |
| 2023 | $400,015 | — | $309,873 | — | — |
| 2022 | $326,603 | $77,471 | $249,132 | — | — |