Plan Snapshot
- Plan Sponsor: Hackman Capital Partners, LLC
- Sponsor EIN: 954665268
- Sponsor Address: 4060 INCE BLVD., CULVER CITY, CA, 90232
- Plan Type: 401(k)
- Total Participants: 322
- Total Assets: $24.1M
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 | 322 | $24.1M | $1.0M | $1.8M |
| 2023 | 179 | $23.9M | $1.2M | $2.4M |
| 2022 | 210 | $17.9M | $1.4M | $2.4M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $44,638 | — | $44,638 |
| CERITY PARTNERS RETIREMENT PLAN | ADVISOR | $34,732 | — | $34,732 |
| UBS FINANCIAL SERVICES INC | ADVISOR | $11,162 | — | $11,162 |
| WINDES INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- UBS FINANCIAL SERVICES INC — ADVISOR
- WINDES INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $90,532
- Estimated Expense Ratio: 0.375% 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 | $94,184 | $49,546 | — | — | — |
| 2023 | $81,049 | $39,248 | — | — | — |
| 2022 | $65,405 | — | — | — | — |