# Hunsaker & Associates Irvine INC 401(k) Plan
Source: https://planprovider.pro/companies/hunsaker-associates-irvine-inc-401k-plan

> Hunsaker & Associates Irvine INC's 401(k) plan: 184 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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