How big is Hippo Employee Services Inc.'s plan?

Hippo Employee Services Inc.'s plan reported $24.9M in assets and 342 participants for 2024.

Original filing (PDF)20250926165023NAL0004107155001

Hippo Employee Services Inc.

Name: Hippo Employee Services Inc. — Hippo Employee, Form 5500 (2024)
Creator: Hippo Employee Services Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Hippo Employee Services Inc. and Its Affiliates 401(k) Plan

401(k) retirement plan · Hippo Employee Services Inc.'s Hippo Employee Services Inc. and Its Affiliates 401(k) Plan held $24.9M in plan assets for 342 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Self-directed brokerage offered

Active participants

342

Accounts w/ balance

612

Plan assets (EOY)

$24.9M

Net assets (EOY)

$24.9M

People on this filing

LENA Aleman signed Hippo Employee Services Inc.'s 2024 Form 5500 as plan administrator.

LENA Aleman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Hippo Employee Services Inc.'s EIN is 84-3080503.

EIN 84-3080503

Plan number 001

Plan year 2024

ACK ID 20250926165023NAL0004107155001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hippo Employee Services Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Hippo Employee Services Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

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How this plan invests

This plan

24 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Bottom-decile employer contributions per participant (3rd percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

HIPPO EMPLOYEE SERVICES INC.

EIN

all filings

Address

150 FOREST AVE · PALO ALTO, CA · 94301

Phone

(650) 336-7456

Industry

Insurance Agencies & Brokerages· Finance & Insurance

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

2025-09-26

Pension benefit codes

3F · Sponsor used leased employees

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)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$70K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
MOSS ADAMS LLC	91-0189318	—	ACCOUNTANT/AUDITOR	$7K	—

Investments

24 direct securities· $24.9M(100% of reported assets)

Other securities

$13.6M

12 holdings

Common Collective Trusts

$10.0M

7 holdings

Mutual Funds

$957K

4 holdings

Self-Directed Brokerage

$341K

1 holding

					% of plan
Fidelity 500 Index Fund Mutual fund	Common Collective Trusts	—	—	$3.4M	13.8%
Fidelity Total Market Index Fund Mutual fund	Common Collective Trusts	—	—	$2.9M	11.8%
BlackRock LifePath Index 2055 Fund Mutual fund	Other securities	—	—	$2.7M	10.9%
BlackRock LifePath Index 2050 Fund Mutual fund	Other securities	—	—	$2.4M	9.6%
BlackRock LifePath Index 2045 Fund Mutual fund	Other securities	—	—	$2.1M	8.5%
BlackRock LifePath Index 2060 Fund Mutual fund	Other securities	—	—	$1.7M	6.6%
Fidelity International Index Fund Mutual fund	Common Collective Trusts	—	—	$1.6M	6.5%
BlackRock LifePath Index 2040 Fund Mutual fund	Other securities	—	—	$1.2M	4.8%
Harbor Capital Appreciation Fund Mutual fund	Other securities	—	—	$1.2M	4.7%
Fidelity U.S. Bond Index Fund Mutual fund	Common Collective Trusts	—	—	$789K	3.2%
BlackRock LifePath Index 2035 Fund Mutual fund	Other securities	—	—	$736K	3.0%
BlackRock LifePath Index 2065 Fund Mutual fund	Other securities	—	—	$626K	2.5%
Fidelity Extended Market Index Fund Mutual fund	Common Collective Trusts	—	—	$589K	2.4%
Fidelity Emerging Markets Index Fund Mutual fund	Common Collective Trusts	—	—	$455K	1.8%
Fidelity Government Money Market Fund Money market fund	Mutual Funds	—	—	$454K	1.8%
Fidelity BrokerageLink Self-directed brokerage accounts	Self-Directed Brokerage	—	—	$341K	1.4%
BlackRock LifePath Index 2030 Fund Mutual fund	Other securities	—	—	$338K	1.4%
Dodge & Cox Stock Fund Mutual fund	Mutual Funds	—	—	$310K	1.2%
maturing through March 2031 0	Other securities	—	—	$270K	1.1%
T. Rowe Price Small-Cap Value Fund Mutual fund	Other securities	—	—	$258K	1.0%
Fidelity Real Estate Index Fund Mutual fund	Common Collective Trusts	—	—	$185K	0.7%
Dodge & Cox Income Fund Mutual fund	Mutual Funds	—	—	$137K	0.6%
BlackRock LifePath Index Retirement Fund Mutual fund	Other securities	—	—	$123K	0.5%
MFS International Diversification Fund Mutual fund	Mutual Funds	—	—	$57K	0.2%