Plan Snapshot
- Plan Sponsor: Hunter, Maclean, Exley & Dunn, P.C.
- Sponsor EIN: 582211993
- Sponsor Address: 200 EAST ST. JULIAN STREET, SAVANNAH, GA, 31401
- Plan Type: 401(k)
- Total Participants: 97
- Total Assets: $44.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 97 | $44.0M | $807,003 | $1.1M |
| 2023 | 98 | $40.4M | $784,986 | $1.1M |
| 2022 | 101 | $36.3M | $780,971 | $1.0M |
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 |
|---|---|---|---|---|
| SYMPHONA LLP | Auditor | $2,439 | — | $2,439 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SYMPHONA LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,439
- Estimated Expense Ratio: 0.006% 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 | $56,959 | $21,041 | — | $2,439 | — |
| 2023 | $64,920 | $17,991 | — | $16,261 | — |
| 2022 | $82,092 | $26,572 | $37,169 | — | $17,000 |