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Original filing (PDF)20251014184254NAL0004735088001
INSPERITY HOLDINGS, INC.
Form 5500
FILING_RECEIVED
INSPERITY 401K PLAN
401(k) retirement plan
Signals · 1
6 service providers
Active participants
177,974
Accounts w/ balance
162,096
Plan assets (EOY)
$9.4B
Net assets (EOY)
$9.4B
How this plan invests
This plan
18 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 10 bps in Schedule C fees — 101% above peer band of 5 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INSPERITY HOLDINGS, INC..
Plan sponsor
Name
INSPERITY HOLDINGS, INC.
EIN
76-0178498
Address
19001 CRESCENT SPRINGS DRIVE · KINGWOOD, TX · 773393802
Phone
(866) 639-0017
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Name
INSPERITY BENEFITS PLAN COMMITTEE
EIN
32-0611689
City
KINGWOOD, TX
Phone
(866) 639-0017
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
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INSPERITY RETIREMENT SERVICES | 56-2375265 | KINGWOOD, TX | RECORDKEEPER | $7.7M | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GOLDMAN SACHS ASSET MANAGEMENT, L.P | 13-3575636 | NORWALK, CT | INVESTMENT ADVISOR | $425K | — |
| PRONVEST INC DBA FUTURE CAPITAL | 62-1823351 | CHATTANOOGA, TN | INVESTMENT ADVISOR | $225K | — |
| BUCK GLOBAL LLC | 83-1116912 | NEW YORK, NY | CONSULTANT | $78K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON | 25-1926855 | NEW YORK, NY | TRUSTEE | $981K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERNST & YOUNG | 34-6565596 | SECAUCUS, NJ | AUDITOR | $66K | — |
Investments
9 direct securities · 18 pooled funds· $9.3B(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.
Common Collective Trust
$7.3B
17 holdings
Uncategorized
$1.7B
9 holdings
Pooled Separate Account
$309.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SSGA S&P 500 INDEX FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 388 | Common Collective Trust | — | — | $1.6B | 17.0% | |
| T. ROWE BLUE CHIP GROWTH CLASS T7 T. ROWE PRICE TRUST COMPANY · EIN 80-0470272 / PN 004 | Common Collective Trust | — | — | $730.2M | 7.8% | |
| SSGA TARGET RETIREMENT 2045 FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 486 | Common Collective Trust | — | — | $675.7M | 7.2% | |
| SSGA TARGET RETIREMENT 2035 FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 484 | Common Collective Trust | — | — | $666.4M | 7.1% | |
| SSGA TARGET RETIREMENT 2040 FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 485 | Common Collective Trust | — | — | $636.1M | 6.8% | |
| SSGA TARGET RETIREMENT 2050 FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 487 | Common Collective Trust | — | — | $616.5M | 6.6% | |
| SSGA TARGET RETIREMENT 2030 FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 483 | Common Collective Trust | — | — | $590.5M | 6.3% | |
| SSGA TARGET RETIREMENT 2055 FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 488 | Common Collective Trust | — | — | $463.1M | 4.9% | |
| Dodge & Cox Dodge & Cox Stock Fund (X) | — | — | — | $439.0M | 4.7% | |
| SSGA TARGET RETIREMENT 2025 FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 482 | Common Collective Trust | — | — | $391.9M | 4.2% | |
| NY LIFE INS CO ANCHOR ACCOUNT FUND NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $309.7M | 3.3% | |
| T. Rowe Price T. Rowe Price Mid-Cap Growth Fund (I) | — | — | — | $280.2M | 3.0% | |
| SSGA TARGET RETIREMENT 2060 FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 489 | Common Collective Trust | — | — | $255.5M | 2.7% | |
| American Funds American Funds EUPAC Fund (R6) | — | — | — | $201.7M | 2.1% | |
| Harbor Small Cap Growth Fund (Ret) | — | — | — | $197.1M | 2.1% | |
| Victory Funds Victory Sycamore Established Value Fund (R6) | — | — | — | $181.2M | 1.9% | |
| PIMCO Income Fund (Inst) | — | — | — | $166.0M | 1.8% | |
| SSGA RUSSELL SMALL/MID CAP INDEX STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 461 | Common Collective Trust | — | — | $135.9M | 1.4% | |
| SSGA TARGET RETIREMENT 2020 FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 481 | Common Collective Trust | — | — | $120.3M | 1.3% | |
| Participant loans Varying maturity dates and interest rates ranging from 3.25% to 10.50% | — | — | — | $118.8M | 1.3% | |
| William Blair William Blair Small Cap Value Fund (R6) | — | — | — | $117.3M | 1.2% | |
| METWEST TOTAL RETURN BOND CLASS C METROPOLITAN WEST · EIN 26-3015340 / PN 030 | Common Collective Trust | — | — | $98.9M | 1.1% | |
| SSGA TARGET RETIREMENT INCOME FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 479 | Common Collective Trust | — | — | $94.7M | 1.0% | |
| SSGA GLOBAL ALL CAP EQ EX US INDEX STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 456 | Common Collective Trust | — | — | $92.0M | 1.0% | |
| SSGA TARGET RETIREMENT 2065 FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 048 | Common Collective Trust | — | — | $75.1M | 0.8% | |
| SSGA U.S. BOND INDEX FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 495 | Common Collective Trust | — | — | $72.2M | 0.8% | |
| PIMCO All Asset Fund (Inst) | — | — | — | $27.0M | 0.3% |