Original filing (PDF)20251014152444NAL0006570274001

HPI REAL ESTATE MANAGEMENT, INC.

Name: HPI REAL ESTATE MANAGEMENT, INC. — HPI REAL ESTATE 401(K) PLAN, Form 5500 (2024)
Creator: HPI REAL ESTATE MANAGEMENT, INC.

Form 5500

FILING_RECEIVED

HPI REAL ESTATE 401(K) PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

196

Accounts w/ balance

233

Plan assets (EOY)

$26.7M

Net assets (EOY)

$26.7M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HPI REAL ESTATE MANAGEMENT, INC..

Plan sponsor

Name

HPI REAL ESTATE MANAGEMENT, INC.

EIN

74-2695248

Address

901 S. MOPAC EXPWY BUILDING III · SUITE 220 · AUSTIN, TX · 787465776

Phone

(512) 835-4455

Industry

Real Estatesee 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

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

3 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
UBS FINANCIAL SERVICES INC	13-2638166	—	INVESTMENT ADVISORY	$0	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$12K	—

Other

Name	EIN	Location	Relation	Direct comp

Investments

1 pooled fund· $37K(0% 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.

Investment	Type	Current value	% of plan
METLIFE SV FD SER 25053 CL 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001	Common Collective Trust	$37K	0.1%

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