# Hunter Business School INC. 401(k) Plan
Source: https://planprovider.pro/companies/hunter-business-school-401k-plan

> Hunter Business School INC.'s 401(k) plan: 107 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hunter Business School INC.

- **Sponsor EIN:** 112555672

- **Sponsor Address:** 3601 HEMPSTEAD TPKE UNIT 19, LEVITTOWN, NY, 117561331

- **Plan Type:** 401(k)

- **Total Participants:** 107

- **Total Assets:** $3.7M

## 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|107|$3.7M|$71,202|$318,599|

| 2023|129|$3.3M|$69,728|$260,997|

| 2022|139|$3.7M|$93,158|$348,263|

## 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|

| CARON&BLETZNER|ACCOUNTANT/AUDITOR|$24,550|—|$24,550|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$11,552|—|$11,552|

| STONE HILL FIDUCIARY MANAGEMENT LL|ADVISOR|$8,000|—|$8,000|

| MARIAN BROWN|ACCOUNTANT/AUDITOR|$5,250|—|$5,250|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CARON&BLETZNER](https://planprovider.pro/provider/caron-bletzer) — ACCOUNTANT/AUDITOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $49,352

- **Estimated Expense Ratio:** 1.346% 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|$49,352|$8,000|—|$29,800|—|

| 2023|$17,762|$5,738|—|$1,950|—|

| 2022|$23,120|$13,684|$9,372|—|—|

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