# Hartree Partners, LP 401(k) Plan
Source: https://planprovider.pro/companies/hartree-partners-lp-401k-plan

> Hartree Partners, LP's 401(k) plan: 394 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hartree Partners, LP

- **Sponsor EIN:** 133937429

- **Sponsor Address:** 1185 AVENUE OF THE AMERICAS, NEW YORK, NY, 10036

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

- **Total Participants:** 394

- **Total Assets:** $95.2M

## 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|394|$95.2M|$4.0M|$5.2M|

| 2023|301|$75.6M|$4.0M|$4.5M|

| 2022|266|$57.9M|$3.7M|$3.9M|

## 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|

| SCHWAB RETIREMENT PLAN SERVICES INC|NONE|$7,182|—|$7,182|

| COHNREZNICK LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SCHWAB RETIREMENT PLAN SERVICES INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $7,182

- **Estimated Expense Ratio:** 0.008% 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|$10,200|$9,225|—|—|—|

| 2023|$5,048|$4,073|—|—|—|

| 2022|$4,735|$889|—|—|—|

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