Plan Snapshot
- Plan Sponsor: Hunt Companies Business Services, LLC
- Sponsor EIN: 205911113
- Sponsor Address: 601 N. MESA STREET, SUITE 1900, EL PASO, TX, 79901
- Plan Type: 401(k)
- Total Participants: 2,171
- Total Assets: $204.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 2,171 | $204.0M | $4.9M | $14.0M |
| 2023 | 1,790 | $173.5M | $8.8M | $13.0M |
| 2022 | 1,752 | $138.4M | $4.0M | $11.9M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $69,300 | — | $69,300 |
| GIBSON, RUDDOCK, PATTERSON LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- GIBSON, RUDDOCK, PATTERSON LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $69,300
- Estimated Expense Ratio: 0.034% 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 | $770 | $69,300 | $1,200 | — | — |
| 2023 | -$6,319 | $72,132 | $1,500 | — | — |
| 2022 | -$33,970 | $73,160 | — | — | — |