Plan Snapshot
- Plan Sponsor: Hopper (Usa), INC.
- Sponsor EIN: 990368301
- Sponsor Address: 265 FRANKLIN STREET, BOSTON, MA, 02110
- Plan Type: 401(k)
- Total Participants: 242
- Total Assets: $17.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 242 | $17.6M | $0 | $3.8M |
| 2023 | 308 | $14.4M | $0 | $4.7M |
| 2022 | 404 | $8.2M | $0 | $3.8M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $53,165 | — | $53,165 |
| USI SECURITIES, INC. | BROKER | — | $31,047 | $31,047 |
| ALEXANDER & WILLIAMS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- ALEXANDER & WILLIAMS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $84,212
- Estimated Expense Ratio: 0.480% 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 | $63,077 | — | $63,077 | — | — |
| 2023 | $7,807 | — | — | — | — |
| 2022 | $5,311 | — | — | — | — |