# Insperity Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/insperity-holdings-inc-401k-plan-004

> Insperity Holdings, INC.'s 401(k) plan: 4,616 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/goldman-sachs) — INVESTMENT ADVISOR

- [ERNST & YOUNG](https://planprovider.pro/provider/ernst-and-young-llp) — 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|

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