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Original filing (PDF)20251015193613NAL0005744161001
HILLSPIRE, LLC
Form 5500
FILING_RECEIVED
HILLSPIRE, LLC RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
692
Accounts w/ balance
986
Plan assets (EOY)
$94.1M
Net assets (EOY)
$94.1M
How this plan invests
This plan
30 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 (11 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HILLSPIRE, LLC.
Plan sponsor
Name
HILLSPIRE, LLC
EIN
56-2617820
Address
555 BRYANT STREET, #268 · PALO ALTO, CA · 94301
Phone
(650) 461-8080
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
2025-10-15
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
FRANK, RIMERMAN + CO. LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SLAVIC INTEGRATED ADMINISTRATION | 65-0608221 | — | TPA | $96K | — |
| HILLSPIRE, LLC | 56-2617820 | — | PLAN ADMINISTRATOR | $8K | — |
Investments
30 direct securities· $93.4M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral Shares | — | — | — | $22.4M | 23.8% | |
| Vanguard Institutional Target Retirement 2050 Fund Institutional Shares | — | — | — | $8.3M | 8.8% | |
| Vanguard Institutional Target Retirement 2045 Fund Institutional Shares | — | — | — | $7.1M | 7.5% | |
| Vanguard Institutional Target Retirement 2040 Fund Institutional Shares | — | — | — | $6.5M | 6.9% | |
| Vanguard Institutional Target Retirement 2055 Fund Institutional Shares | — | — | — | $6.3M | 6.7% | |
| Vanguard Institutional Target Retirement 2030 Fund Institutional Shares | — | — | — | $5.2M | 5.6% | |
| Vanguard Institutional Target Retirement 2060 Fund Institutional Shares | — | — | — | $4.6M | 4.9% | |
| Vanguard Extended Market Index Admiral Shares | — | — | — | $4.6M | 4.9% | |
| Vanguard Institutional Target Retirement 2035 Fund Institutional Shares | — | — | — | $4.2M | 4.5% | |
| Vanguard Federal Money Market Fund | — | — | — | $4.0M | 4.2% | |
| American Funds The Growth Fund of America Class R-6 | — | — | — | $4.0M | 4.2% | |
| Vanguard Total International Stock Index Fund Admiral Shares | — | — | — | $2.6M | 2.8% | |
| Vanguard Institutional Target Retirement 2065 Fund Institutional Shares | — | — | — | $2.3M | 2.4% | |
| Vanguard Institutional Target Retirement 2025 Fund Institutional Shares | — | — | — | $1.7M | 1.8% | |
| Vanguard Real Estate Index Admiral Shares | — | — | — | $1.1M | 1.2% | |
| Fidelity Self Directed Brokerage Accounts - Common Stock | — | — | — | $1.1M | 1.2% | |
| BlackRock Advantage Small Cap Core Fund Class K | — | — | — | $1.0M | 1.1% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | — | — | — | $939K | 1.0% | |
| Participant loans receivable - 56 loans outstanding with interest rates ranging from 4.25% to 9.50% - | — | — | — | $909K | 1.0% | |
| Parnassus Value Equity Institutional | — | — | — | $884K | 0.9% | |
| Neuberger Berman Large Cap Value R6 | — | — | — | $762K | 0.8% | |
| MFS International Growth Fund Class R-6 | — | — | — | $469K | 0.5% | |
| Baird Core Plus Bond Fund Class Institutional | — | — | — | $437K | 0.5% | |
| Fidelity Self Directed Brokerage Accounts - Mutual Funds and Exchange Traded Funds | — | — | — | $431K | 0.5% | |
| Vanguard Target Retirement Income Fund | — | — | — | $377K | 0.4% | |
| Vanguard International Value Fund Investor Shares | — | — | — | $367K | 0.4% | |
| Vanguard Inflation Protected Securities Fund Admiral Shares | — | — | — | $359K | 0.4% | |
| Fidelity Self Directed Brokerage Accounts - Cash | — | — | — | $226K | 0.2% | |
| Vanguard Institutional Target Retirement 2020 Fund Institutional Shares | — | — | — | $84K | <0.1% | |
| Vanguard Institutional Target Retirement 2070 Fund Institutional Shares | — | — | — | $2K | <0.1% |
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