Plan Snapshot
- Plan Sponsor: Hunter Fan Company
- Sponsor EIN: 621218702
- Sponsor Address: 7130 GOODLETT FARMS PARKWAY, MEMPHIS, TN, 38016
- Plan Type: 401(k)
- Total Participants: 201
- Total Assets: $30.8M
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 | 201 | $30.8M | $670,425 | $1.6M |
| 2023 | 180 | $27.6M | $622,878 | $1.5M |
| 2022 | 187 | $23.9M | $615,811 | $1.5M |
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 |
|---|---|---|---|---|
| JACKSON HOWELL & ASSOCIATES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JACKSON HOWELL & ASSOCIATES — 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 | $108,138 | — | — | — | — |
| 2023 | $39,486 | $40,814 | — | — | — |
| 2022 | $64,506 | — | — | — | — |