Plan Snapshot
- Plan Sponsor: Hunton Andrews Kurth LLP
- Sponsor EIN: 540572269
- Sponsor Address: 951 E. BYRD STREET, RICHMOND, VA, 232194074
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 1,467
- Total Assets: $1.3B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,467 | $1.3B | $20.1M | $24.5M |
| 2023 | 1,526 | $1.3B | $20.4M | $24.1M |
| 2022 | 1,571 | $1.2B | $19.5M | $23.7M |
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. | Investment Advisor | $140,898 | — | $140,898 |
| FINANCIAL ENGINES | Investment Advisor | $114,912 | — | $114,912 |
| AON INVESTMENTS USA INC | Investment Advisor | $95,000 | — | $95,000 |
| EDELMAN FINANCIAL ENGINES, LLC | Investment Advisor | $17,700 | — | $17,700 |
| KEITER | Auditor | $17,600 | — | $17,600 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — Investment Advisor
- AON INVESTMENTS USA INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $386,110
- Estimated Expense Ratio: 0.029% 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 | $68,911 | $368,510 | $1,500 | $17,600 | — |
| 2023 | $143,458 | $220,648 | $2,100 | $17,600 | — |
| 2022 | $145,895 | $317,582 | — | — | $16,450 |