# Hungerford, Aldrin, Nichols & Carter P.C. Dba Hungerford Nichols 401(k) Plan
Source: https://planprovider.pro/companies/hungerford-aldrin-nichols-carter-p-c-dba-hungerford-nichols-401k-plan

> Hungerford, Aldrin, Nichols & Carter P.C. Dba Hungerford Nichols's 401(k) plan: 158 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hungerford, Aldrin, Nichols & Carter P.C. Dba Hungerford Nichols

- **Sponsor EIN:** 382184825

- **Sponsor Address:** 2910 LUCERNE DR SE, GRAND RAPIDS, MI, 49546

- **Plan Type:** 401(k)

- **Total Participants:** 158

- **Total Assets:** $17.3M

## 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|$17.3M|$485,618|$1.3M|

| 2023|162|$14.2M|$342,842|$1.2M|

| 2022|153|$11.8M|$283,102|$975,696|

## 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|

| BROCK AND COMPANY CPAS P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BROCK AND COMPANY CPAS P.C.](https://planprovider.pro/provider/brock-and-company-cpas-pc) — 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|$19,148|—|—|—|—|

| 2023|$18,645|$18,645|—|—|—|

| 2022|$22,581|—|—|—|—|

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