Plan Snapshot
- Plan Sponsor: Insperity Holdings, INC.
- Sponsor EIN: 760178498
- Sponsor Address: 19001 CRESCENT SPRINGS DRIVE, KINGWOOD, TX, 773393802
- Plan Type: 401(k)
- Total Participants: 177,974
- Total Assets: $9.4B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 177,974 | $9.4B | $433.7M | $1.0B |
| 2023 | 177,779 | $8.1B | $420.1M | $992.2M |
| 2022 | 168,546 | $6.4B | $367.8M | $898.0M |
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 |
|---|---|---|---|---|
| INSPERITY RETIREMENT SERVICES | RECORDKEEPER | $7,682,003 | — | $7,682,003 |
| THE BANK OF NEW YORK MELLON | TRUSTEE | $981,308 | — | $981,308 |
| GOLDMAN SACHS ASSET MANAGEMENT, L.P | INVESTMENT ADVISOR | $425,000 | — | $425,000 |
| PRONVEST INC DBA FUTURE CAPITAL | INVESTMENT ADVISOR | $224,975 | — | $224,975 |
| BUCK GLOBAL LLC | CONSULTANT | $78,250 | — | $78,250 |
| ERNST & YOUNG | AUDITOR | $65,919 | — | $65,919 |
| CROWE LLP | Auditor | $65,919 | — | $65,919 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GOLDMAN SACHS ASSET MANAGEMENT, L.P — INVESTMENT ADVISOR
- ERNST & YOUNG — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,523,374
- Estimated Expense Ratio: 0.101% 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 | $9,457,455 | $649,975 | $7,682,003 | $65,919 | — |
| 2023 | $8,409,086 | $595,308 | $6,791,312 | $52,569 | — |
| 2022 | $7,969,245 | $577,998 | $6,569,011 | — | $822,236 |