# Hf Management Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/hf-management-services-llc-401k-plan

> Hf Management Services, LLC's 401(k) plan: 6,126 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [VANGUARD ADVISERS INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [ERNST & YOUNG LLP](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:** $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|—|—|—|—|

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