Plan Snapshot
- Plan Sponsor: The Hunton Group
- Sponsor EIN: 222195148
- Sponsor Address: 10555 WESTPARK DRIVE, HOUSTON, TX, 77042
- Plan Type: 401(k)
- Total Participants: 552
- Total Assets: $49.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 552 | $49.6M | $745,161 | $4.7M |
| 2023 | 483 | $41.8M | $661,604 | $4.1M |
| 2022 | 443 | $35.0M | $623,485 | $3.5M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $80,572 | — | $80,572 | — | — |
| 2023 | $65,573 | — | $65,573 | — | — |
| 2022 | $66,052 | — | $66,052 | — | — |