# The H. T. Hackney Company 401(k) Plan
Source: https://planprovider.pro/companies/the-h-t-hackney-co-401k-plan

> The H. T. Hackney Company's 401(k) plan: 4,846 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The H. T. Hackney Company

- **Sponsor EIN:** 620222535

- **Sponsor Address:** 502 S. GAY STREET, SUITE 300, KNOXVILLE, TN, 37902

- **Plan Type:** 401(k)

- **Total Participants:** 4,846

- **Total Assets:** $125.3M

## 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|4,846|$125.3M|$2.1M|$5.5M|

| 2023|3,128|$120.4M|$2.0M|$5.3M|

| 2022|2,843|$105.9M|$1.9M|$5.2M|

## 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|

| RATHER & KITTRELL INC|ADVISOR|$127,400|—|$127,400|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$91,553|—|$91,553|

| STRATEGIC ADVISORS, INC.|ADVISOR|$10,688|—|$10,688|

| PUGH CPA'S|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RATHER & KITTRELL INC](https://planprovider.pro/provider/rather-and-kittrell-inc) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $229,641

- **Estimated Expense Ratio:** 0.183% 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|$260,767|$169,214|—|—|—|

| 2023|$92,833|$55,620|—|—|—|

| 2022|$17,900|—|—|—|$17,900|

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