Plan Snapshot
- Plan Sponsor: Equity Hr, INC.
- Sponsor EIN: 270037153
- Sponsor Address: 5655 SILVER CREEK VALLEY ROAD, SAN JOSE, CA, 95138
- Plan Type: 401(k)
- Total Participants: 592
- Total Assets: $91.3M
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 | 592 | $91.3M | $2.3M | $6.2M |
| 2023 | 646 | $80.6M | $2.1M | $5.6M |
| 2022 | 918 | $74.1M | $1.9M | $6.8M |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | Investment Advisor | — | $119,641 | $119,641 |
| QUINTES ADMIN AND INSURANCE SVC | Recordkeeper | — | $41,560 | $41,560 |
| VOYA RETIREMENT ADVISORS, LLC | Other Service Provider | $27,096 | — | $27,096 |
| QUINTES ADMIN AND INSURANCE SVC | Other Service Provider | $24,075 | — | $24,075 |
| JOHNSON AND YAU | Other Service Provider | $15,650 | — | $15,650 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $228,022
- Estimated Expense Ratio: 0.250% 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 | $104,847 | $61,113 | $42,174 | — | — |
| 2023 | $65,961 | $18,046 | $27,915 | — | — |
| 2022 | $27,346 | — | $27,346 | — | — |