# Hm Clause, INC. DB Plan
Source: https://planprovider.pro/companies/hm-clause-inc-plan-001

> Hm Clause, INC.'s DB plan: 77 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, DAVIS, CA, 95618

- **Plan Type:** DB

- **Total Participants:** 77

- **Total Assets:** $60.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|77|$60.4M|$0|$0|

| 2023|80|$64.0M|$0|$0|

| 2022|89|$58.9M|$2.2M|$0|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|NONE|$203,736|—|$203,736|

| NWK GROUP INC|NONE|$6,250|—|$6,250|

| 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:** $209,986

- **Estimated Expense Ratio:** 0.347% 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|$265,649|—|$203,736|—|—|

| 2023|$164,029|$60,384|$103,645|—|—|

| 2022|$39,889|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/hm-clause-inc-plan-001)

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