Plan Snapshot
- Plan Sponsor: Hunt & Henriques,LLP
- Sponsor EIN: 770051455
- Sponsor Address: 151 BERNAL RD STE 8, SAN JOSE, CA, 95119
- Plan Type: 401(k)
- Total Participants: 65
- Total Assets: $15.6M
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 | 65 | $15.6M | $373,190 | $326,471 |
| 2023 | 70 | $14.4M | $413,266 | $354,935 |
| 2022 | 69 | $12.3M | $426,889 | $305,111 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — 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 | $88,080 | $52,418 | $10,182 | — | — |
| 2023 | $77,100 | $46,812 | $3,133 | — | — |
| 2022 | $78,814 | $45,788 | — | — | $32,876 |