Plan Snapshot
- Plan Sponsor: Hunsaker & Associates Irvine INC
- Sponsor EIN: 953123103
- Sponsor Address: 157 TECHNOLOGY DRIVE 157 TECHNOLOGY, IRVINE, CA, 92618
- Plan Type: 401(k)
- Total Participants: 184
- Total Assets: $65.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 184 | $65.1M | $537,561 | $2.7M |
| 2023 | 186 | $58.1M | $690,753 | $2.4M |
| 2022 | 191 | $52.4M | $585,097 | $2.3M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $87,506 | — | $87,506 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | INVESTMENT ADVISOR | $44,829 | — | $44,829 |
| WRIGHT FORD YOUNG & CO | OTHER | $7,250 | — | $7,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $139,585
- Estimated Expense Ratio: 0.214% 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 | $159,536 | $49,247 | — | — | — |
| 2023 | $125,860 | $50,620 | $58,740 | $16,500 | — |
| 2022 | $108,868 | $49,000 | $59,643 | — | — |