Plan Snapshot
- Plan Sponsor: Hunter Industries Incorporated
- Sponsor EIN: 330592522
- Sponsor Address: 1940 DIAMOND STREET, SAN MARCOS, CA, 92078
- Plan Type: 401(k)
- Total Participants: 1,187
- Total Assets: $220.4M
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 | 1,187 | $220.4M | $4.1M | $9.2M |
| 2023 | 1,179 | $195.3M | $4.0M | $8.7M |
| 2022 | 1,168 | $166.4M | $3.8M | $8.2M |
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 |
|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | NONE | $119,701 | — | $119,701 |
| EMPOWER ANNUITY INSURANCE COMPANY O | NONE | $109,442 | — | $109,442 |
| MMA SECURITIES LLC | NONE | $99,903 | — | $99,903 |
| JGD &ASSOCIATES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JGD &ASSOCIATES LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $329,046
- Estimated Expense Ratio: 0.149% 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 | $329,645 | $219,603 | — | — | — |
| 2023 | $275,561 | $180,317 | — | — | — |
| 2022 | $266,563 | $165,521 | $93,644 | — | $6,798 |