Plan Snapshot
- Plan Sponsor: Hx5 Sierra, LLC
- Sponsor EIN: 471648357
- Sponsor Address: 212 EGLIN PARKWAY SE, FORT WALTON BEACH, FL, 32548
- Plan Type: 401(k)
- Total Participants: 283
- Total Assets: $25.6M
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 | 283 | $25.6M | $827,096 | $2.0M |
| 2023 | 277 | $22.9M | $792,335 | $1.9M |
| 2022 | 276 | $21.2M | $771,546 | $1.8M |
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 |
|---|---|---|---|---|
| AVIZO 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 | $105,872 | $37,932 | $60,182 | — | — |
| 2023 | $96,961 | $36,055 | $53,011 | — | — |
| 2022 | $93,572 | $35,938 | $51,469 | — | — |