# Hewlett Packard Enterprise Iv LLC DC Plan
Source: https://planprovider.pro/companies/hewlett-packard-enterprise-iv-llc-plan-002

> Hewlett Packard Enterprise Iv LLC's DC plan: 760 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 Iv LLC

- **Sponsor EIN:** 661046467

- **Sponsor Address:** PO BOX 4048, AGUADILLA, PR, 006054046

- **Plan Type:** DC

- **Plan Number:** 002

- **Total Participants:** 760

- **Total Assets:** $228.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|760|$228.5M|$2.0M|$4.8M|

| 2023|758|$195.8M|$2.0M|$4.6M|

## 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|$11,146|—|$11,146|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $11,146

- **Estimated Expense Ratio:** 0.005% 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|$11,146|—|—|—|—|

| 2023|$9,443|—|$300|—|—|

## Similar Plans

- [Hewlett Packard Enterprise Iv LLC](https://planprovider.pro/companies/hewlett-packard-enterprise-iv-llc-661046467-501) — 751 participants

- [Thermo King Puerto Rico Manufactura, INC.](https://planprovider.pro/companies/thermo-king-puerto-rico-manufactura-inc-660777053-509) — 727 participants

- [Curtis Instruments Pr, INC](https://planprovider.pro/companies/curtis-instruments-pr-inc-133372315-510) — 308 participants

- [Curtis Instruments Pr, INC.](https://planprovider.pro/companies/curtis-instruments-pr-inc-133372315-507) — 307 participants

- [Thermo King Puerto Rico Manufactura, INC.](https://planprovider.pro/companies/thermo-king-puerto-rico-manufactura-inc-plan-108) — 176 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/hewlett-packard-enterprise-iv-llc-plan-002)

© 2026 PlanProvider.Pro