Retirement plan

HARTFORD TRUCK EQUIPMENT, INC. 401(K) PROFIT SHARING PLAN

Name: HARTFORD TRUCK EQUIPMENT, INC. - HARTFORD TRUCK EQUIPMENT, INC. 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: HARTFORD TRUCK EQUIPMENT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HARTFORD TRUCK EQUIPMENT, INC. 401(K) PROFIT SHARING PLAN, HARTFORD TRUCK EQUIPMENT, INC.

HARTFORD TRUCK EQUIPMENT, INC.EIN 06-1407687Plan #001PY 2025

95 JOHN FITCH BOULEVARD - SOUTH WINDSOR, CT 06074860-290-9516LinkedIn1-10 employeesautomotive

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.5M

+18.2% from 2024

Total participants

-14.0% from 2024

Average account balance

$94,781

+37.4% from 2024

Annual return

14.52%

-7.51 pp from 2024

Benchmarks

See 3,626 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort3,626 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$3.51M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$95K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

123.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$170K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.52%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$1627

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$60K

$2006 / participant

Other / not subdivided$60K100.0%

% of EOY assets

1.716%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$94,781

$100,194-5.4%

$122,979-22.9%

$86,983+9.0%

Participation rate

100.0%

73.0%+27.0pp

77.2%+22.8pp

69.5%+30.5pp

Annual return

14.52%

16.47%-2.0pp

20.12%-5.6pp

25.83%-11.3pp

Employer contribution / active EE

$2,539

$2,326+9.2%

$3,062-17.1%

$2,584-1.8%

Participant deferral / active EE

$3,129

$4,133-24.3%

$5,003-37.5%

$4,194-25.4%

Admin fee / account holder

$1,627

$10,148-84.0%

$12,864-87.4%

$7,856-79.3%

HARTFORD TRUCK EQUIPMENT, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HARTFORD TRUCK EQUIPMENT, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion