# Hunter-Davisson, INC. 401(k) Plan
Source: https://planprovider.pro/companies/hunter-davisson-inc-401k-plan

> Hunter-Davisson, INC.'s 401(k) plan: 141 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hunter-Davisson, INC.

- **Sponsor EIN:** 930549473

- **Sponsor Address:** 1800 SE PERSHING STREET, PORTLAND, OR, 97202

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

- **Total Participants:** 141

- **Total Assets:** $19.5M

## 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|141|$19.5M|$318,687|$1.3M|

| 2023|138|$15.7M|$273,889|$1.1M|

| 2022|118|$13.7M|$244,705|$990,736|

## 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|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-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|$39,536|$27,350|$12,186|—|—|

| 2023|$41,522|$23,689|$17,833|—|—|

| 2022|$43,202|—|$43,202|—|—|

## Similar Plans

- [Hunter-Davisson INC](https://planprovider.pro/companies/hunter-davisson-inc-plan-003) — 128 participants

- [Comfort Flow Heating, Co.](https://planprovider.pro/companies/comfort-flow-heating-co-401k-plan) — 181 participants

- [Caliber Plumbing & Mechanical INC.](https://planprovider.pro/companies/caliber-plumbing-mechanical-inc-plan) — 97 participants

- [Perfect Air Holdco LLC](https://planprovider.pro/companies/perfect-air-holdco-llc-401k-plan) — 186 participants

- [Alliant Systems, LLC](https://planprovider.pro/companies/alliant-systems-llc-plan) — 93 participants

- [Hydro-Temp Mechanical, INC.](https://planprovider.pro/companies/hydro-temp-mechanical-inc-401k-plan) — 90 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/hunter-davisson-inc-401k-plan)

© 2026 PlanProvider.Pro