Plan Ledger DOL Form 5500 · updated monthly

Hpi Real Estate Management, Inc.401(k)

HPI REAL ESTATE 401(K) PLAN · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Hpi Real Estate Management, Inc. reported $12,367 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,018 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 0.27% to 0.05%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 1,674th-largest of 5,688 plans among Texas employers on file, and the 508th of 2,096 in real estate & leasing. In 2024, employees put in $2.41 for every $1.00 the employer contributed; active participation has grown from 152 to 196 since 2022.

Plan summary
Net assets, end of year$26,687,557
Participants with balances233
Active participants196
Employer contributions$787,614
Employee contributions$1,900,035
Employer contribution per active participant$4,018
Average account balance$114,539
Benefits paid to participants$1,404,193
Plan auditUnmodified (clean) audit opinion
AuditorRILEY & CO., PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$26.7M · 233 accts · $788K emplr
2023$22.7M · 221 accts · $704K emplr
2022$18.6M · 194 accts · $555K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,367
Total administrative$12,367
The Hpi Real Estate Management, Inc. 401(k) match · 2024
Employer contribution per active participant$4,018
Median for plans this size$2,416
2024$4,018 per active participant
2023$3,804 per active participant
2022$3,651 per active participant

Hpi Real Estate Management, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$12,367
UBS FINANCIAL SERVICES INC · Investment advisory (plan)indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp

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$12,367 · 0.05%
2023$12,327 · 0.06%
2022$54,412 · 0.27%
Same employer
Similar plansReal Estate & Leasing · Texas
Realmanage, LLC TX$29.7M · 0.97%
Camillo Properties, LTD TX$24.5M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742695248 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.