# Hunter Roberts Construction Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/hunter-roberts-construction-group-llc-401k-plan

> Hunter Roberts Construction Group, LLC's 401(k) plan: 312 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hunter Roberts Construction Group, LLC

- **Sponsor EIN:** 202303474

- **Sponsor Address:** 55 WATER STREET, NEW YORK, NY, 10041

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

- **Total Participants:** 312

- **Total Assets:** $119.2M

## 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|312|$119.2M|$3.8M|$4.2M|

| 2023|313|$102.7M|$3.7M|$3.9M|

| 2022|318|$83.1M|$3.5M|$3.6M|

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$66,081|—|$66,081|

| WBG ADVISORS LLC|CONSULTANT|$33,000|—|$33,000|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$27,363|—|$27,363|

| GRASSI & CO., CPAS P.C.|ACCOUNTANT/AUDITOR|$15,814|—|$15,814|

### Verified Provider Profiles

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [GRASSI & CO., CPAS P.C.](https://planprovider.pro/provider/grassi-and-co-cpas-pc) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $142,258

- **Estimated Expense Ratio:** 0.119% 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|$142,258|$66,081|—|$15,814|—|

| 2023|$162,664|$60,950|—|$15,757|—|

| 2022|$143,460|$59,425|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/hunter-roberts-construction-group-llc-401k-plan)

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