# Hsbc North America Holdings INC. 401(k) Plan
Source: https://planprovider.pro/companies/hsbc-north-america-holdings-inc-401k-plan

> Hsbc North America Holdings INC.'s 401(k) plan: 6,598 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hsbc North America Holdings INC.

- **Sponsor EIN:** 232186091

- **Sponsor Address:** 227 WEST MONROE, 18TH FLOOR, CHICAGO, IL, 60606

- **Plan Type:** 401(k)

- **Total Participants:** 6,598

- **Total Assets:** $4.9B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|6,598|$4.9B|$58.4M|$82.7M|

| 2023|6,684|$4.5B|$56.7M|$80.1M|

| 2022|6,992|$4.0B|$58.3M|$82.4M|

## 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|

| VANGUARD ADVISERS INC.|NONE|$1,681,574|—|$1,681,574|

| THE VANGUARD GROUP, INC.|NONE|$477,904|—|$477,904|

| CHARLES SCHWAB & CO., INC.|NONE|$5,036|—|$5,036|

| PRICEWATERHOUSECOOPERS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [VANGUARD ADVISERS INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [CHARLES SCHWAB & CO., INC.](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [PRICEWATERHOUSECOOPERS LLP](https://planprovider.pro/provider/pricewaterhousecoopers-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $2,164,514

- **Estimated Expense Ratio:** 0.044% 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|$2,139,838|—|—|—|—|

| 2023|$2,206,669|—|—|—|—|

| 2022|$2,336,481|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/hsbc-north-america-holdings-inc-401k-plan)

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