Plan Snapshot
- Plan Sponsor: State Holding Company
- Sponsor EIN: 710595088
- Sponsor Address: PO BOX 22120, LITTLE ROCK, AR, 72221
- Plan Type: 401(k)
- Total Participants: 152
- Total Assets: $12.6M
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 | 152 | $12.6M | $371,664 | $944,081 |
| 2023 | 146 | $11.8M | $379,421 | $929,976 |
| 2022 | 167 | $10.2M | $450,774 | $1.1M |
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 |
|---|---|---|---|---|
| HJC CPAS & ADVISORS, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HJC CPAS & ADVISORS, PLLC — Auditor
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 | $83,782 | $61,738 | $6,100 | — | — |
| 2023 | $89,434 | $53,348 | $33,436 | — | — |
| 2022 | $20,541 | — | $15,041 | — | $5,500 |