Plan Snapshot
- Plan Sponsor: Hutchison, INC.
- Sponsor EIN: 420941749
- Sponsor Address: P.O. BOX 1158, ADAMS CITY, CO, 80022
- Plan Type: 401(k)
- Total Participants: 75
- Total Assets: $11.2M
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 | 75 | $11.2M | $189,500 | $360,821 |
| 2023 | 79 | $10.1M | $193,436 | $375,331 |
| 2022 | 81 | $9.5M | $203,626 | $417,112 |
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 |
|---|---|---|---|---|
| JDS PROFESSIONAL GROUP | Auditor | — | — | $0 |
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 | $4,659 | — | $4,659 | — | — |
| 2023 | $4,608 | — | $4,608 | — | — |
| 2022 | $4,765 | — | $4,765 | — | — |