Plan Snapshot
- Plan Sponsor: Hillspire, LLC
- Sponsor EIN: 562617820
- Sponsor Address: 555 BRYANT STREET, #268, PALO ALTO, CA, 94301
- Plan Type: 401(k)
- Total Participants: 692
- Total Assets: $94.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 692 | $94.1M | $6.3M | $10.3M |
| 2023 | 524 | $70.8M | $5.1M | $8.0M |
| 2022 | 469 | $49.1M | $4.2M | $6.5M |
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 |
|---|---|---|---|---|
| FRANK, RIMERMAN + CO. LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FRANK, RIMERMAN + CO. LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $104,731 | — | — | — | — |
| 2023 | $108,698 | — | $108,698 | — | — |
| 2022 | $76,635 | — | $76,635 | — | — |