# Hewlett Packard Enterprise 401(k) Plan
Source: https://planprovider.pro/companies/hewlett-packard-enterprise-401k-plan

> Hewlett Packard Enterprise's 401(k) plan: 14,550 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [ERNST & YOUNG](https://planprovider.pro/provider/ernst-and-young-llp) — 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|—|—|—|—|

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