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Original filing (PDF)20251013143716NAL0003293538001
HTC GLOBAL SERVICES, INC.
Form 5500
FILING_RECEIVED
HTC GLOBAL SERVICES, INC. SAVINGS INCENTIVE PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
1,642
Accounts w/ balance
2,456
Plan assets (EOY)
$201.1M
Net assets (EOY)
$201.1M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: SIA-P3 (NON-CLIENT SAGIC DIVERSIFIED BOND) (extraction pending)]" is 100% of plan.
Helping the score
- Below-peer total fees (1 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HTC GLOBAL SERVICES, INC..
Plan sponsor
Name
HTC GLOBAL SERVICES, INC.
EIN
38-3056583
Address
3270 WEST BIG BEAVER ROAD · TROY, MI · 48084
Phone
(248) 786-2500
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2E · Profit-sharing
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3F · Sponsor used leased employees
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
NPD GROUP CPA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$41K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $34K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NPD GROUP CERTIFIED PUBLIC ACCOUNT | 46-1522347 | — | ACCOUNTANT/AUDITOR | $32K | — |
Investments
1 pooled fund· $4.4M(2% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MASSMUTUAL SAGIC MASSACHUSETTS MUTUAL LIFE INSURANCE · EIN 04-1590850 / PN 340 | Pooled Separate Account | — | — | $4.4M | 2.2% |
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