Plan Snapshot
- Plan Sponsor: Triple Hs, Incorporated
- Sponsor EIN: 942204955
- Sponsor Address: 720 UNIVERSITY AVE SUITE 200, LOS GATOS, CA, 95032
- Plan Type: 401(k)
- Total Participants: 88
- Total Assets: $27.5M
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 | 88 | $27.5M | $328,279 | $1.1M |
| 2023 | 92 | $25.5M | $336,699 | $1.1M |
| 2022 | 84 | $20.7M | $331,554 | $1.0M |
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 |
|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | INVESTMENT ADVISOR | $30,012 | — | $30,012 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $23,286 | — | $23,286 |
| THE LIBERTY COMPANY INSURANCE BROKE | CONSULTING | $19,097 | — | $19,097 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $5,135 | — | $5,135 |
| ABBOTT, STRINGHAM & LYNCH | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $77,530
- Estimated Expense Ratio: 0.282% 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 | $77,530 | $53,298 | — | — | — |
| 2023 | $73,034 | $44,613 | — | — | — |
| 2022 | $73,208 | — | $73,208 | — | — |