Plan Snapshot
- Plan Sponsor: Hunter Fan Company
- Sponsor EIN: 621218702
- Sponsor Address: 7130 GOODLETT FARMS PARKWAY, CORDOVA, TN, 380164908
- Plan Type: DB
- Total Participants: 23
- Total Assets: $17.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 23 | $17.1M | $0 | $0 |
| 2023 | 23 | $20.8M | $0 | $0 |
| 2022 | 27 | $19.1M | $0 | $0 |
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 AND ASSOCIATES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JACKSON HOWELL AND 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 | $158,244 | $54,115 | $64,133 | — | — |
| 2023 | $107,799 | $48,844 | $20,075 | — | — |
| 2022 | $102,557 | $51,959 | $10,880 | — | — |