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Original filing (PDF)20251013110821NAL0001782896001
HSP DIRECT, LLC
Form 5500
FILING_RECEIVED
HSP DIRECT 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
120
Accounts w/ balance
177
Plan assets (EOY)
$20.6M
Net assets (EOY)
$20.6M
How this plan invests
This plan
1 pooled trust
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HSP DIRECT, LLC.
Plan sponsor
Name
HSP DIRECT, LLC
EIN
54-2039701
Address
20130 LAKEVIEW CENTER PLAZA · SUITE 300 · ASHBURN, VA · 20147
Phone
(703) 793-3220
Industry
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
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FAW CASSON & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DWC ERISA CONSULTANTS | 26-2091417 | — | TPA | $2K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORTATION | 35-1140070 | — | SERVICE PROVIDER | $29K | — |
Investments
36 direct securities · 1 pooled fund· $40.8M(100% 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.
Uncategorized
$20.4M
36 holdings
Pooled Separate Account
$20.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LINCOLN LIFE SEPARATE ACCOUNT 4K LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 402 | Pooled Separate Account | — | — | $20.4M | 99.0% | |
| Lincoln Financial Group YourPath Hybrid 2040 Moderate | — | — | — | $2.7M | 13.3% | |
| Lincoln Financial Group YourPath Hybrid 2035 Moderate | — | — | — | $2.7M | 13.0% | |
| Lincoln Financial Group YourPath Hybrid 2045 Moderate | — | — | — | $2.6M | 12.5% | |
| Lincoln Financial Group YourPath Hybrid 2050 Moderate | — | — | — | $2.2M | 10.6% | |
| Vanguard 500 Index Fund Admiral Class | — | — | — | $1.7M | 8.0% | |
| Lincoln Financial Group YourPath Hybrid 2055 Aggressive 16 * Lincoln Financial Group YourPath Hybrid 2055 Moderate | — | — | — | $1.1M | 5.2% | |
| American Funds The Growth Fund Of America Class R-6 | — | — | — | $925K | 4.5% | |
| Baird Asset Management Aggregate Bond Institutional Class | — | — | — | $740K | 3.6% | |
| Lincoln Financial Group YourPath Hybrid 2060 Aggressive 772 * Lincoln Financial Group YourPath Hybrid 2060 Moderate | — | — | — | $632K | 3.1% | |
| Dimensional Fund Advisors US Large Cap Value Portfolio Institutional Class | — | — | — | $615K | 3.0% | |
| Lincoln Financial Group YourPath Hybrid 2025 Moderate | — | — | — | $567K | 2.8% | |
| Lincoln Financial Group YourPath Hybrid 2030 Moderate | — | — | — | $565K | 2.7% | |
| Vanguard Developed Markets Index Admiral | — | — | — | $519K | 2.5% | |
| Vanguard LifeStrategy Conservative Growth Fund Investor 940 Vanguard Mid-Cap Growth Index Fund Admiral | — | — | — | $398K | 1.9% | |
| American Funds Investment Co Of America Class R-6 | — | — | — | $392K | 1.9% | |
| Lincoln Financial Group YourPath Hybrid 2020 Moderate | — | — | — | $269K | 1.3% | |
| Vanguard Ultra Short Term Bond Admiral | — | — | — | $263K | 1.3% | |
| Lincoln Financial Group YourPath Hybrid 2065 Moderate | — | — | — | $237K | 1.2% | |
| American Funds New World Fund Class R-6 | — | — | — | $226K | 1.1% | |
| Vanguard Mid-Cap Value Index Fund Admiral | — | — | — | $142K | 0.7% | |
| Vanguard Small Cap Growth Index Admiral | — | — | — | $133K | 0.6% | |
| DWS Group Enhanced Commodity Strategy Fund Class R-6 | — | — | — | $123K | 0.6% | |
| Vanguard LifeStrategy Growth Fund Investor Shares | — | — | — | $120K | 0.6% | |
| INVESTMENTS IN POOLED SEPARATE ACCOUNTS American Funds Intl Growth And Income Fund Class R-6 | — | — | — | $118K | 0.6% | |
| Vanguard Small Cap Value Index Admiral | — | — | — | $115K | 0.6% | |
| Vanguard LifeStrategy Income 576 Vanguard Real Estate Index Fund Admiral | — | — | — | $99K | 0.5% | |
| Vanguard Total World Stock Index Admiral | — | — | — | $98K | 0.5% | |
| Lincoln Financial Group YourPath Hybrid 2050 Aggressive | — | — | — | $73K | 0.4% | |
| Baird Asset Management Core Plus Bond Institutional Class | — | — | — | $52K | 0.3% | |
| Vanguard High-Yield Corporate Fund Admiral | — | — | — | $35K | 0.2% | |
| INVESTMENT IN STABLE VALUE * Lincoln Financial Group Guaranteed Stable Value | — | — | — | $22K | 0.1% | |
| Vanguard Inflation-Protected Securities Fund Admiral 572 Vanguard Intl Growth Fund Admiral | — | — | — | $17K | <0.1% | |
| Lincoln Financial Group YourPath Hybrid 2045 Aggressive | — | — | — | $9K | <0.1% | |
| Lincoln Financial Group YourPath Hybrid 2065 Aggressive | — | — | — | $4K | <0.1% | |
| Vanguard Intl Value Fund Investor | — | — | — | $3K | <0.1% | |
| Vanguard LifeStrategy Mod Growth Fund Investor Shares | — | — | — | $1K | <0.1% |