Plan Snapshot
- Plan Sponsor: Jack Hilliard Distributing Company, INC.
- Sponsor EIN: 741460263
- Sponsor Address: 217 N 12TH STREET, TEMPLE, TX, 765014358
- Plan Type: 401(k)
- Total Participants: 300
- Total Assets: $11.6M
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 | 300 | $11.6M | $298,766 | $682,685 |
| 2023 | 258 | $10.3M | $332,638 | $675,255 |
| 2022 | 217 | $10.0M | $310,765 | $625,160 |
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 |
|---|---|---|---|---|
| BROCKWAY,GERSBACH,FRANKLIN&NIEMEIER | 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 | $52,649 | — | — | — | — |
| 2023 | $55,091 | — | $55,091 | — | — |
| 2022 | $58,913 | — | $58,913 | — | — |