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

> Hm Electronics, INC.'s 401(k) plan: 762 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 952702218

- **Sponsor Address:** HME, CARLSBAD, CA, 92010

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

- **Total Participants:** 762

- **Total Assets:** $89.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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.|

| 2024|762|$89.7M|$1.9M|$6.1M|

| 2023|814|$82.8M|$1.8M|$6.2M|

| 2022|738|$70.4M|$1.6M|$5.5M|

## 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|

| SAGEVIEW ADVISORY GROUP, LLC|INVESTMENT ADVISOR|$50,552|—|$50,552|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$43,139|—|$43,139|

| STRATEGIC ADVISORS, INC.|ADVISOR|$12,449|—|$12,449|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SAGEVIEW ADVISORY GROUP, LLC](https://planprovider.pro/provider/sageview-advisory-group) — INVESTMENT ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $106,140

- **Estimated Expense Ratio:** 0.118% 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|$106,140|$63,001|—|—|—|

| 2023|$87,873|$59,726|—|—|—|

| 2022|$96,711|$9,847|—|—|—|

## Similar Plans

- [Electrical Source Holdings, LLC](https://planprovider.pro/companies/electrical-source-holdings-llc-401k-plan) — 777 participants

- [Chargepoint INC.](https://planprovider.pro/companies/chargepoint-inc-plan-001) — 550 participants

- [Iteris, INC.](https://planprovider.pro/companies/iteris-inc-401k-plan) — 503 participants

- [Mainspring Energy, INC.](https://planprovider.pro/companies/mainspring-energy-inc-plan) — 475 participants

- [Advantest America, INC.](https://planprovider.pro/companies/advantest-america-inc-401k-plan) — 1,297 participants

- [The New Iem, LLC](https://planprovider.pro/companies/the-new-iem-llc-401k-plan) — 1,623 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/hm-electronics-inc-401k-plan)

© 2026 PlanProvider.Pro