Plan Snapshot
- Plan Sponsor: Hpi Real Estate Management, INC.
- Sponsor EIN: 742695248
- Sponsor Address: 901 S. MOPAC EXPWY BUILDING III, AUSTIN, TX, 787465776
- Plan Type: 401(k)
- Total Participants: 196
- Total Assets: $26.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 196 | $26.7M | $787,614 | $1.9M |
| 2023 | 185 | $22.7M | $703,710 | $1.7M |
| 2022 | 152 | $18.6M | $554,989 | $1.4M |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | INVESTMENT ADVISORY | — | $44,271 | $44,271 |
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $12,367 | — | $12,367 |
| RILEY & CO., PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC — INVESTMENT ADVISORY
- RILEY & CO., PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,638
- Estimated Expense Ratio: 0.212% 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 | $12,367 | — | $12,367 | — | — |
| 2023 | $12,327 | — | $12,327 | — | — |
| 2022 | $54,412 | — | $54,412 | — | — |