Plan Ledger DOL Form 5500 · updated monthly

Hdi Global Insurance Company401(k)

HDI GLOBAL INSURANCE COMPANY 401(K) PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.22%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Hdi Global Insurance Company reported $101,223 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $6,085 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.25% to 0.22%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 932nd-largest of 3,702 plans among Illinois employers on file, and the 1,698th of 4,798 in finance & insurance. In 2024, employees put in $1.76 for every $1.00 the employer contributed; active participation has grown from 225 to 268 since 2022.

Plan summary
Net assets, end of year$48,942,548
Participants with balances282
Active participants268
Employer contributions$1,630,748
Employee contributions$2,877,842
Employer contribution per active participant$6,085
Average account balance$173,555
Benefits paid to participants$3,760,751
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$48.9M · 282 accts · $1.6M emplr
2023$41.9M · 235 accts · $1.2M emplr
2022$35.2M · 200 accts · $1.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$58,099
Investment management$43,124
Total administrative$101,223
The Hdi Global Insurance Company 401(k) match · 2024
Employer contribution per active participant$6,085
Median for plans this size$2,416
2024$6,085 per active participant
2023$5,602 per active participant
2022$8,547 per active participant

Hdi Global Insurance Company's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$58,099
M HOLDINGS SECURITIES · Investment advisory (plan)$43,124

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$101,223 · 0.22%
2023$88,316 · 0.23%
2022$91,135 · 0.25%
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Source: U.S. Department of Labor, Form 5500 series, EIN 300409219 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.