Plan Snapshot
- Plan Sponsor: Hurlbut Health Consulting, LLC
- Sponsor EIN: 822927589
- Sponsor Address: 740 EAST AVENUE, ROCHESTER, NY, 14607
- Plan Type: 401(k)
- Total Participants: 1,914
- Total Assets: $15.3M
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 | 1,914 | $15.3M | $73,904 | $1.0M |
| 2023 | 2,030 | $15.6M | $68,363 | $976,579 |
| 2022 | 1,686 | $14.0M | $69,322 | $987,400 |
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 |
|---|---|---|---|---|
| BONADIO & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BONADIO & CO., LLP — 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 | $128,597 | — | — | — | — |
| 2023 | $120,936 | $28,814 | $92,122 | — | — |
| 2022 | $118,853 | $32,468 | $86,385 | — | — |