Plan Snapshot
- Plan Sponsor: Hurlbut Health Consulting, LLC
- Sponsor EIN: 822927589
- Sponsor Address: 740 EAST AVENUE, ROCHESTER, NY, 14607
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 2,918
- Total Assets: $17.0M
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. |
|---|---|---|---|---|
| 2025 | 2,918 | $17.0M | $0 | $0 |
| 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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $20,963 | — | $20,963 |
| EQUITABLE ADVISORS LLC | Investment Advisor | $18,945 | — | $18,945 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,908
- Estimated Expense Ratio: 0.234% 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 |
|---|---|---|---|---|---|
| 2025 | $2,377,428 | $19,638 | — | — | — |
| 2024 | $128,597 | — | — | — | — |
| 2023 | $120,936 | $28,814 | $92,122 | — | — |
| 2022 | $118,853 | $32,468 | $86,385 | — | — |