# Hoffman/Lewis Dba H&L Partners 401(k) Plan
Source: https://planprovider.pro/companies/hoffman-lewis-dba-h-l-partners-401k-plan

> Hoffman/Lewis Dba H&L Partners's 401(k) plan: 165 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hoffman/Lewis Dba H&L Partners

- **Sponsor EIN:** 942979171

- **Sponsor Address:** 100 WEBSTER ST 1ST FL, OAKLAND, CA, 946073750

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

- **Total Participants:** 165

- **Total Assets:** $22.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|165|$22.1M|$145,417|$1.4M|

| 2023|168|$18.0M|$130,557|$1.2M|

| 2022|169|$14.0M|$124,767|$1.1M|

## 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|

| AMERIPRISE FINANCIAL SERVICES INC|ADVISOR|$38,381|—|$38,381|

| BORLAND BENEFIELD, PC|ACCOUNTANT\AUDITOR|$30,000|—|$30,000|

### Verified Provider Profiles

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

- [AMERIPRISE FINANCIAL SERVICES INC](https://planprovider.pro/provider/ameriprise-financial-services-llc) — ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $68,381

- **Estimated Expense Ratio:** 0.309% 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|$61,560|$68,381|—|—|—|

| 2023|$21,655|$29,613|—|—|—|

| 2022|$29,723|—|—|—|—|

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