Retirement plan

HUGGER-MUGGER TASTY RECIPES INC 401(K) PROFIT SHARING PLAN & TRU

Name: HUGGER-MUGGER TASTY RECIPES, INC - HUGGER-MUGGER TASTY RECIPES INC 401(K) PROFIT SHARING PLAN & TRU (2025) Form 5500
Creator: HUGGER-MUGGER TASTY RECIPES, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HUGGER-MUGGER TASTY RECIPES INC 401(K) PROFIT SHARING PLAN & TRU, HUGGER-MUGGER TASTY RECIPES, INC

HUGGER-MUGGER TASTY RECIPES, INCEIN 20-4015426Plan #001PY 2025

2650 ELLWOOD RD. - NEW CASTLE, PA 16101724-614-8544LinkedIn11-50 employeesrestaurants

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$149K

+27.6% from 2024

Total participants

+18.8% from 2024

Average account balance

$8,267

+27.6% from 2024

Annual return

15.85%

+2.92 pp from 2024

Benchmarks

See 5,656 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants25-99

Cohort5,656 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$149K

Not enough data

1 years with asset history on file

Average account balance

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

$8K

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.

60.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$15K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$489

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

+15.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$86

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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$2K

$52 / participant

Other / not subdivided$2K100.0%

% of EOY assets

1.040%

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

$8,267

$29,319-71.8%

$52,425-84.2%

$82,448-90.0%

Participation rate

33.3%

46.9%-13.5pp

55.6%-22.3pp

68.1%-34.7pp

Annual return

15.85%

535.20%-519.3pp

302.12%-286.3pp

41.64%-25.8pp

Employer contribution / active EE

$586-100.0%

$914-100.0%

$2,551-100.0%

Participant deferral / active EE

$489

$1,171-58.2%

$1,790-72.7%

$4,139-88.2%

Admin fee / account holder

$86

$1,962-95.6%

$2,495-96.6%

$7,234-98.8%

HUGGER-MUGGER TASTY RECIPES INC 401(K) PROFIT SHARING PLAN & TRU

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HUGGER-MUGGER TASTY RECIPES INC 401(K) PROFIT SHARING PLAN & TRU

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