# The Hawthorn Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-hawthorn-group-inc-401k-plan

> The Hawthorn Group, INC.'s 401(k) plan: 1,559 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Hawthorn Group, INC.

- **Sponsor EIN:** 743073830

- **Sponsor Address:** 808 N. 161ST E. AVE., TULSA, OK, 74116

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

- **Total Participants:** 1,559

- **Total Assets:** $63.7M

## 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|1,559|$63.7M|$1.4M|$5.0M|

| 2023|1,581|$56.7M|$1.6M|$5.1M|

| 2022|1,517|$46.0M|$1.6M|$5.0M|

## 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|

| INTRUST BANK, N.A.|NONE|$202,428|—|$202,428|

| HOGANTAYLOR LLP|NONE|$17,200|—|$17,200|

### Verified Provider Profiles

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

- [HOGANTAYLOR LLP](https://planprovider.pro/provider/hogan-taylor-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $219,628

- **Estimated Expense Ratio:** 0.345% 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|$219,628|$62,201|$41,046|$17,200|—|

| 2023|$198,555|—|$37,217|$15,200|—|

| 2022|$185,909|$96,545|$75,864|—|$13,500|

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