Plan Snapshot
- Plan Sponsor: R.S. Hughes Company, INC.
- Sponsor EIN: 951943801
- Sponsor Address: 1162 SONORA COURT, SUNNYVALE, CA, 94086
- Plan Type: 401(k)
- Total Participants: 585
- Total Assets: $62.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 585 | $62.0M | $110,658 | $3.6M |
| 2023 | 611 | $56.4M | $41,405 | $3.4M |
| 2022 | 559 | $53.2M | $1.0M | $3.3M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $143,762 | — | $143,762 |
| NFP RETIREMENT INC. | INVESTMENT ADVISORY | — | $62,726 | $62,726 |
| BD & COMPANY, INC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NFP RETIREMENT INC. — INVESTMENT ADVISORY
- BD & COMPANY, INC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $206,488
- Estimated Expense Ratio: 0.333% 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 | $143,763 | — | $143,763 | — | — |
| 2023 | $140,608 | $8,347 | $132,261 | — | — |
| 2022 | $208,097 | — | $208,097 | — | — |