Plan Snapshot
- Plan Sponsor: Hft Holdings, INC.
- Sponsor EIN: 272501498
- Sponsor Address: 26677 AGOURA ROAD, CALABASAS, CA, 91302
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 21,572
- Total Assets: $473.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 21,572 | $473.9M | $0 | $0 |
| 2024 | 21,476 | $368.5M | $24.4M | $42.9M |
| 2023 | 19,718 | $275.2M | $20.1M | $34.7M |
| 2022 | 17,561 | $190.2M | $16.7M | $28.1M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $675,159 | — | $675,159 |
| CAPFINANCIAL PARTNERS, L | Investment Advisor | $14,250 | — | $14,250 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $689,409
- Estimated Expense Ratio: 0.145% 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 |
|---|---|---|---|---|---|
| 2025 | $47,750,958 | $14,250 | $675,159 | — | — |
| 2024 | $551,429 | $28,500 | $522,929 | — | — |
| 2023 | $398,949 | $14,250 | $384,699 | — | — |
| 2022 | $324,817 | $14,250 | $296,352 | — | $14,215 |