# Hsbc North America Holdings INC. DB Plan
Source: https://planprovider.pro/companies/hsbc-north-america-holdings-inc-plan-001

> Hsbc North America Holdings INC.'s DB plan: 2,288 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 W MONROE STREET, 18TH FLOOR, CHICAGO, IL, 60606

- **Plan Type:** DB

- **Total Participants:** 2,288

- **Total Assets:** $3.3B

## 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|2,288|$3.3B|$0|$0|

| 2023|2,447|$3.6B|$0|$0|

| 2022|2,727|$3.5B|$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|

| ALIGHT SOLUTIONS LLC|NONE|$2,538,976|$4,794|$2,543,770|

| NISA INVESTMENT ADVISORS, LLC|NONE|$1,077,452|—|$1,077,452|

| JENNISON ASSOCIATES LLC|NONE|$959,302|—|$959,302|

| GOLDMAN SACHS ASSET MANAGEMENT|NONE|$799,845|—|$799,845|

| THE NORTHERN TRUST COMPANY|NONE|$676,724|—|$676,724|

| NEUBERGER AND BERMAN|NONE|$657,403|—|$657,403|

| TOWER WATSON|NONE|$247,000|—|$247,000|

| AON CONSULTING|NONE|$240,814|—|$240,814|

| WELLINGTON TRUST COMPANY|NONE|$183,599|—|$183,599|

| BLUE BAY ASSET MANAGEMENT|NONE|$143,465|—|$143,465|

| MERCER|NONE|$73,900|—|$73,900|

| GQG PARTNERS LLC|NONE|$28,185|—|$28,185|

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

### Verified Provider Profiles

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

- [ALIGHT SOLUTIONS LLC](https://planprovider.pro/provider/alight-solutions) — NONE

- [JENNISON ASSOCIATES LLC](https://planprovider.pro/provider/alight-solutions) — NONE

- [GOLDMAN SACHS ASSET MANAGEMENT](https://planprovider.pro/provider/goldman-sachs) — NONE

- [AON CONSULTING](https://planprovider.pro/provider/alight-solutions) — 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:** $7,631,459

- **Estimated Expense Ratio:** 0.233% 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|$12,565,183|$3,853,890|$247,000|—|—|

| 2023|$11,915,085|$4,148,346|$185,250|—|—|

| 2022|$12,768,761|$3,986,688|$2,244,192|—|$1,566,469|

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