Plan Snapshot
- Plan Sponsor: Hunt Forest Products, L.L.C.
- Sponsor EIN: 720822526
- Sponsor Address: P.O. BOX 1263, RUSTON, LA, 71273
- Plan Type: 401(k)
- Total Participants: 666
- Total Assets: $37.9M
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 | 666 | $37.9M | $1.5M | $2.5M |
| 2023 | 553 | $31.6M | $845,473 | $1.3M |
| 2022 | 357 | $23.9M | $789,181 | $1.2M |
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 |
|---|---|---|---|---|
| HEARD MCELROY & VESTAL, L.L.C. | Other Service Provider | $100,569 | — | $100,569 |
| ARGENT TRUST COMPANY | Investment Advisor | $72,086 | — | $72,086 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $20,300 | — | $20,300 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $9,250 | — | $9,250 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $202,205
- Estimated Expense Ratio: 0.534% 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 | $145,539 | — | $31,550 | — | — |
| 2023 | $94,223 | — | $9,657 | — | — |
| 2022 | $84,039 | $84,039 | — | — | — |