Retirement plan

C.J. HESSE, INC. 401(K) PROFIT SHARING PLAN

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

C. J. HESSE, INC.EIN 22-1734209Plan #002PY 2025

25 FIRST AVENUE, SUITE 200 - ATLANTIC HIGHLANDS, NJ 07716732-291-8100thehessecompanies.comLinkedIn51-200 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$13.2M

+16.0% from 2024

Total participants

+7.8% from 2024

Average account balance

$190,730

+7.6% from 2024

Annual return

14.53%

+4.66 pp from 2024

Benchmarks

See 7,520 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort7,520 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.16M

Not enough data

1 years with asset history on file

Average account balance

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

$191K

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.

127.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$911K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+14.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10749

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 codes2E2G2J3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$742K

$13735 / participant

Other / not subdivided$742K100.0%

% of EOY assets

5.636%

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

$190,730

$93,345+104.3%

$119,126+60.1%

$87,485+118.0%

Participation rate

100.0%

68.7%+31.3pp

75.8%+24.2pp

68.9%+31.1pp

Annual return

14.53%

19.08%-4.6pp

282.11%-267.6pp

26.06%-11.5pp

Employer contribution / active EE

$5,430

$3,172+71.2%

$4,034+34.6%

$2,596+109.2%

Participant deferral / active EE

$11,439

$4,099+179.1%

$5,318+115.1%

$4,274+167.7%

Admin fee / account holder

$10,749

$8,039+33.7%

$10,693+0.5%

$7,775+38.3%

C.J. HESSE, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

C.J. HESSE, 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