Plan Snapshot
- Plan Sponsor: Htc Global Services, INC.
- Sponsor EIN: 383056583
- Sponsor Address: 3270 WEST BIG BEAVER ROAD, TROY, MI, 48084
- Plan Type: 401(k)
- Total Participants: 1,642
- Total Assets: $201.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1,642 | $201.1M | $1.1M | $11.4M |
| 2023 | 1,591 | $176.8M | $1.1M | $10.8M |
| 2022 | 1,749 | $149.0M | $975,072 | $11.3M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $33,681 | — | $33,681 |
| NPD GROUP CERTIFIED PUBLIC ACCOUNT | ACCOUNTANT/AUDITOR | $31,993 | — | $31,993 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,674
- Estimated Expense Ratio: 0.033% 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 | $15,388 | $33,681 | — | $31,993 | — |
| 2023 | -$50,715 | $31,528 | — | — | — |
| 2022 | $44,279 | $26,478 | — | — | — |