Plan Ledger DOL Form 5500 · updated monthly

Hewlett Packard Enterprise IV LLCProfit-sharing plan

HEWLETT PACKARD ENTERPRISE PUERTO RICO TAX SAVING CAPITAL ACCUMULATION PLAN · AGUADILLA, PR · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Hewlett Packard Enterprise IV LLC reported $11,146 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,634 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 has held roughly steady near 0.005%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 6th-largest of 323 plans among PR employers on file, and the 1,057th of 13,661 in manufacturing. In 2024, employees put in $2.39 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$228,453,278
Participants with balances1,197
Active participants760
Employer contributions$2,001,588
Employee contributions$4,784,563
Employer contribution per active participant$2,634
Average account balance$190,855
Benefits paid to participants$9,234,570
Plan auditUnmodified (clean) audit opinion
AuditorYANIRA ROSARIO CPA LLC
Plan history2
Yearassets · accounts · employer contribution
2024$228.5M · 1,197 accts · $2.0M emplr
2023$195.8M · 1,212 accts · $2.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,146
Total administrative$11,146
Employer contributions to the Hewlett Packard Enterprise IV LLC plan · 2024
Employer contribution per active participant$2,634
Median for plans this size$3,635
2024$2,634 per active participant
2023$2,655 per active participant

Hewlett Packard Enterprise IV LLC's 2024 employer contribution ran below the $3,635 median for plans its size. 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$11,146

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

Administrative cost history2
2024$11,146 · 0.01%
2023$9,443 · 0.01%
Same employer
Similar plansManufacturing · PR
Lilly Del Caribe, Inc. PR$519.2M · 0.05%
Pbg Puerto Rico LLC PR$395.7M · 0.03%
Rtx Corporation PR$126.6M
Guidant Puerto Rico, B.V. PR$113.3M · 0.12%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 661046467 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.