Plan Snapshot
- Plan Sponsor: Hf Management Services, LLC
- Sponsor EIN: 134069806
- Sponsor Address: 100 CHURCH STREET, NEW YORK, NY, 10007
- Plan Type: 401(k)
- Total Participants: 6,126
- Total Assets: $678.5M
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 | 6,126 | $678.5M | $28.9M | $48.9M |
| 2023 | 5,636 | $554.3M | $25.1M | $43.5M |
| 2022 | 5,585 | $433.2M | $21.6M | $38.4M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $431,484 | — | $431,484 |
| VANGUARD ADVISERS INC. | NONE | $368,046 | — | $368,046 |
| ERNST & YOUNG LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- VANGUARD ADVISERS INC. — NONE
- ERNST & YOUNG LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $799,530
- Estimated Expense Ratio: 0.118% 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 | $727,179 | — | — | — | — |
| 2023 | $573,515 | — | — | — | — |
| 2022 | $471,774 | — | — | — | — |