# Hm.Clause, INC. 401(k) Plan
Source: https://planprovider.pro/companies/hm-clause-inc-401k-plan

> Hm.Clause, INC.'s 401(k) plan: 719 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hm.Clause, INC.

- **Sponsor EIN:** 941695235

- **Sponsor Address:** 260 COUSTEAU PLACE SUITE 210, DAVIS, CA, 95618

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

- **Total Participants:** 719

- **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|719|$102.0M|$4.1M|$4.1M|

| 2023|495|$92.2M|$4.3M|$4.2M|

| 2022|486|$80.5M|$3.8M|$3.9M|

## 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|

| NWK GROUP INC|INVESTMENT ADVISOR|$65,000|—|$65,000|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$52,325|—|$52,325|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $117,325

- **Estimated Expense Ratio:** 0.115% 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|$172,721|$67,558|$570|—|—|

| 2023|$161,619|$65,000|$13,715|—|—|

| 2022|$176,651|$65,000|$11,213|—|—|

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