Hutton Real Estate Services 401(k) match, vesting and fees
What Hutton Real Estate Services' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Epic Retirement Plan Services | Schedule C ↗ |
| Independent auditor | Jason Underwood Cpa, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2025 medians for 118 defined-contribution plans in construction with 500 to 999 participants.
| Hutton Real Estate Services: employer contribution per participant | $20 | |
| Peer median | $2,765 |
| Hutton Real Estate Services: average balance | $7,723 | |
| Peer median | $76,416 |
| Hutton Real Estate Services: admin expenses ÷ assets | 1.31% | |
| Peer median | 0.24% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $2.6M at the end of plan year 2021 to $4.7M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 646 | $4.7M | $12K | $20 | 1.31% | Not published | Form 5500 ↗ |
| 2024 | 1,513 | $4.1M | $225K | $332 | 0.74% | Not published | Form 5500 ↗ |
| 2023 | 612 | $3.4M | $213K | $418 | 0.57% | Not published | Form 5500 ↗ |
| 2022 | 481 | $2.8M | $146K | $761 | 0.17% | Not published | Form 5500 ↗ |
| 2021 | 240 | $2.6M | $74K | $566 | 0.13% | Not published | Form 5500 ↗ |
Common questions
Does Hutton Real Estate Services match 401(k) contributions?
The match terms for the Hutton Real Estate Services, Inc. 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2025 filing reports $12K in employer contributions, about $20 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Hutton Real Estate Services 401(k) match vested?
The vesting schedule for the Hutton Real Estate Services, Inc. 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Hutton Real Estate Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Epic Retirement Plan Services. The plan administrator is Hutton Real Estate Services, Inc..
I left Hutton Real Estate Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Hutton Real Estate Services, Inc., (423) 756-9267) or the recordkeeper, Epic Retirement Plan Services. The Hutton Real Estate Services old 401(k) page lists the contacts from every plan filing. Find an old Hutton Real Estate Services 401(k)
Data from the public Form 5500 annual reports Hutton Real Estate Services filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Hutton Real Estate Services. Not financial advice. Report a correction · Methodology