Insperity 401 K Plan
Sponsored by Insperity Holdings, Inc. · EIN 760178498 · Plan #001
- Total assets
- $9.4B
- Net assets
- $9.4B
- Active participants
- 177,974
- With balances
- 162,096
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Goldman Sachs Asset Management, L.P. CRD 107738 | deterministic · 100% | 2024 |
| Pronvest, Llc Dba Future Capital CRD 119081 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Insperity Retirement Services | Contract administrator, Recordkeeping, Copying and duplicating | $7,682,003 |
| The Bank Of New York Mellon | Custodial (securities), Trustee (directed), Direct payment from the plan | $981,308 |
| Goldman Sachs Asset Management, L.P | Investment advisory (plan), Investment management, Investment management fees (direct) | $425,000 |
| Pronvest Inc Dba Future Capital | Investment advisory (participants), Direct payment from the plan | $224,975 |
| Buck Global Llc | Consulting (general), Direct payment from the plan, Consulting fees | $78,250 |
| Ernst & Young | Accounting, Direct payment from the plan | $65,919 |