Plan Snapshot
- Plan Sponsor: Hewlett Packard Enterprise
- Sponsor EIN: 473298624
- Sponsor Address: 1701 EAST MOSSY OAKS RD, SPRING, TX, 77389
- Plan Type: 401(k)
- Total Participants: 14,550
- Total Assets: $8.8B
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 | 14,550 | $8.8B | $92.2M | $253.0M |
| 2023 | 15,164 | $8.2B | $93.7M | $251.6M |
| 2022 | 15,156 | $7.4B | $89.6M | $234.9M |
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 |
|---|---|---|---|---|
| FIDELITY INV INSTL OPS CO | RECORDKEEPER | $1,500,399 | — | $1,500,399 |
| ERNST & YOUNG | AUDITOR | $108,617 | — | $108,617 |
| HEWLETT PACKARD ENTERPRISE | PLAN SPONSOR | $49,144 | — | $49,144 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INV INSTL OPS CO — RECORDKEEPER
- ERNST & YOUNG — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,658,160
- Estimated Expense Ratio: 0.019% 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 | $1,658,760 | — | — | $108,617 | — |
| 2023 | $1,139,223 | — | — | $100,500 | — |
| 2022 | $1,621,779 | — | — | — | — |