# Hx5, LLC 401(k) Plan
Source: https://planprovider.pro/companies/hx5-llc-401k-plan

> Hx5, LLC's 401(k) plan: 1,066 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hx5, LLC

- **Sponsor EIN:** 562468829

- **Sponsor Address:** 212 EGLIN PARKWAY SE, FORT WALTON, FL, 32548

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

- **Total Participants:** 1,066

- **Total Assets:** $93.3M

## 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|1,066|$93.3M|$4.4M|$11.7M|

| 2023|1,179|$82.7M|$4.4M|$11.8M|

| 2022|1,059|$62.7M|$4.0M|$10.6M|

## 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|

| EMPOWER ANNUITY INSURANCE CO OF AM|NONE|$200,768|—|$200,768|

| MERRILL LYNCH PIERCE FENNER & SMITH|NONE|$141,097|—|$141,097|

| THE PENSION CENTER OF FLORIDA, INC.|NONE|$44,854|—|$44,854|

| EMPOWER ADVISORY GROUP, LLC|NONE|$29,931|—|$29,931|

| AVIZO GROUP|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $416,650

- **Estimated Expense Ratio:** 0.447% 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|$421,384|$141,097|$235,982|—|—|

| 2023|$325,789|$119,371|$177,228|—|—|

| 2022|$301,009|$107,039|$178,071|—|—|

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