Retirement plan

TRUFFLE HOUND CAPITAL LLC 401(K) PROFIT SHARING PLAN & TRUST

Name: TRUFFLE HOUND CAPITAL LLC - TRUFFLE HOUND CAPITAL LLC 401(K) PROFIT SHARING PLAN & TRUST (2025) Form 5500
Creator: TRUFFLE HOUND CAPITAL LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRUFFLE HOUND CAPITAL LLC 401(K) PROFIT SHARING PLAN & TRUST, TRUFFLE HOUND CAPITAL LLC

TRUFFLE HOUND CAPITAL LLCEIN 14-1923064Plan #001PY 2025

4905 DEL RAY AVE STE 400 - BETHESDA, MD 208142557301-789-2498LinkedIn1-10 employeesinvestment management

Prospect flagsLow employer contributionLow fidelity bond

How to read this page

Total assets (EOY)

$1.3M

+23.0% from 2024

Total participants

+14.3% from 2024

Average account balance

$215,337

+2.5% from 2024

Annual return

17.57%

+10.35 pp from 2024

Benchmarks

See 29,044 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort29,044 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.29M

Not enough data

1 years with asset history on file

Average account balance

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

$215K

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.

85.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$57K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+17.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20

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 codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$120

$17 / participant

Other / not subdivided$120100.0%

% of EOY assets

0.009%

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

$215,337

$209,336+2.9%

$197,124+9.2%

$137,256+56.9%

Participation rate

71.4%

87.3%-15.9pp

86.7%-15.3pp

80.0%-8.5pp

Annual return

17.57%

48.09%-30.5pp

44.34%-26.8pp

220.34%-202.8pp

Employer contribution / active EE

$6,591-100.0%

$6,227-100.0%

$4,156-100.0%

Participant deferral / active EE

$8,161

$9,614-15.1%

$9,135-10.7%

$6,407+27.4%

Admin fee / account holder

$20

$17,308-99.9%

$16,298-99.9%

$12,270-99.8%

TRUFFLE HOUND CAPITAL LLC 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRUFFLE HOUND CAPITAL LLC 401(K) PROFIT SHARING PLAN & TRUST

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