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: 4,616
- Total Assets: $646.8M
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 | 4,616 | $646.8M | $17.9M | $32.7M |
| 2023 | 4,409 | $549.2M | $17.0M | $31.0M |
| 2022 | 4,105 | $447.6M | $14.5M | $27.0M |
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 | $221,879 | — | $221,879 |
| GOLDMAN SACHS ASSET MANAGEMENT, L.P | INVESTMENT ADVISOR | $120,000 | — | $120,000 |
| THE BANK OF NEW YORK MELLON | TRUSTEE | $119,008 | — | $119,008 |
| BUCK GLOBAL LLC | CONSULTANT | $78,250 | — | $78,250 |
| PRONVEST INC. DBA FUTURE CAPITAL | INVESTMENT ADVISOR | $66,036 | — | $66,036 |
| 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: $737,011
- Estimated Expense Ratio: 0.114% 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 | $671,043 | $186,036 | $221,879 | $65,919 | — |
| 2023 | $619,076 | $172,204 | $169,103 | $52,569 | — |
| 2022 | $531,795 | $164,727 | $150,924 | — | $215,936 |