# Hpi Real Estate Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/hpi-real-estate-management-inc-401k-plan

> Hpi Real Estate Management, INC.'s 401(k) plan: 196 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/aspire-financial-services) — INVESTMENT ADVISORY

- [RILEY & CO., PLLC](https://planprovider.pro/provider/riley-and-company-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|—|—|

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