Plan Snapshot
- Plan Sponsor: Hp INC.
- Sponsor EIN: 941081436
- Sponsor Address: 10300 ENERGY DRIVE, SPRING, TX, 77389
- Plan Type: 401(k)
- Plan Number: 124
- Total Participants: 0
- Total Assets: $5.3B
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 | 0 | $5.3B | $0 | $0 |
| 2023 | 0 | $5.4B | $0 | $0 |
| 2022 | 0 | $4.9B | $0 | $0 |
| 2021 | 0 | $5.5B | $0 | $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 |
|---|---|---|---|---|
| PACIFIC INVESTMENT MANAGEMENT | Other Service Provider | $2,549,749 | — | $2,549,749 |
| NISA INVESTMENTS | Other Service Provider | $1,947,667 | — | $1,947,667 |
| DODGE & COX | Other Service Provider | $712,049 | — | $712,049 |
| WESTERN ASSET MANAGEMENT | Other Service Provider | $630,993 | — | $630,993 |
| UBS | Other Service Provider | $199,310 | — | $199,310 |
| ADAMS STREET PARTNERS | Other Service Provider | $128,435 | — | $128,435 |
| SANDS CAPITAL MANAGEMENT LLC | Other Service Provider | $62,205 | — | $62,205 |
| INCOME RESEARCH & MANAGEMENT | Other Service Provider | $30,859 | — | $30,859 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,261,267
- Estimated Expense Ratio: 0.119% 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 | $8,910,925 | $8,910,925 | — | — | — |
| 2023 | $8,208,342 | $8,208,342 | — | — | — |
| 2022 | $8,360,996 | $8,219,701 | — | — | — |
| 2021 | $10,122,493 | $10,000,825 | — | — | $119,394 |