Plan Snapshot
- Plan Sponsor: Hpg, LLC
- Sponsor EIN: 273319966
- Sponsor Address: 701 PIKE ST STE 2000, SEATTLE, WA, 981013928
- Plan Type: 401(k)
- Total Participants: 98
- Total Assets: $8.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 98 | $8.3M | $328,569 | $706,017 |
| 2023 | 84 | $7.1M | $277,124 | $639,415 |
| 2022 | 80 | $6.2M | $294,253 | $716,031 |
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 |
|---|---|---|---|---|
| KAHN, LITWIN, RENZA & CO., LTD | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $44,788 | $29,577 | $15,211 | — | — |
| 2023 | $38,869 | $21,892 | — | — | — |
| 2022 | $43,958 | — | $43,958 | — | — |