# Hh Associates Us, INC. 401(k) Plan
Source: https://planprovider.pro/companies/hh-associates-us-inc-401k-plan

> Hh Associates Us, INC.&#39;s 401(k) plan: 1,051 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hh Associates Us, INC.

- **Sponsor EIN:** 980532401

- **Sponsor Address:** 203 N LASALLE STREET, CHICAGO, IL, 60601

- **Plan Type:** 401(k)

- **Total Participants:** 1,051

- **Total Assets:** $102.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **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|1,051|$102.0M|$3.1M|$9.3M|

| 2023|1,087|$86.2M|$1.9M|$8.7M|

| 2022|1,019|$70.3M|$5.3M|$8.0M|

## 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|

| EMBREE FINANCIAL GROUP|ADVISOR|$109,654|—|$109,654|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$12,409|—|$12,409|

| LIPSCHULTZ, LEVIN & GRAY, LLC.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [EMBREE FINANCIAL GROUP](https://planprovider.pro/provider/embree-financial-group) — ADVISOR

- [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:** $122,063

- **Estimated Expense Ratio:** 0.120% 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|$122,064|$109,655|—|—|—|

| 2023|$124,840|$115,521|—|—|—|

| 2022|$113,113|—|—|—|—|

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