Plan Snapshot
- Plan Sponsor: John A. Hudec And Associates, INC.
- Sponsor EIN: 341455076
- Sponsor Address: 6700 W SNOWVILLE RD., BRECKSVILLE, OH, 44141
- Plan Type: 401(k)
- Total Participants: 282
- Total Assets: $10.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 282 | $10.6M | $219,878 | $679,291 |
| 2023 | 197 | $9.5M | $206,097 | $571,364 |
| 2022 | 213 | $7.8M | $225,840 | $613,776 |
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 |
|---|---|---|---|---|
| WINBRIDGE SBF, LTD | 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 | $54,619 | $28,481 | — | — | — |
| 2023 | $45,070 | $23,790 | — | — | — |
| 2022 | $46,301 | — | — | — | — |