Plan Snapshot
- Plan Sponsor: Nally & Hamilton Enterprises, INC.
- Sponsor EIN: 610861287
- Sponsor Address: PO BOX 157, BARDSTOWN, KY, 40004
- Plan Type: 401(k)
- Total Participants: 207
- Total Assets: $14.2M
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 | 207 | $14.2M | $344,276 | $501,214 |
| 2023 | 243 | $12.5M | $349,428 | $543,627 |
| 2022 | 225 | $10.9M | $313,714 | $513,351 |
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 |
|---|---|---|---|---|
| DEAN DORTON ALLEN FORD, PLLC | 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 | $48,164 | — | — | — | — |
| 2023 | $56,685 | — | — | — | — |
| 2022 | $51,946 | $15,471 | $36,475 | — | — |