Retirement plan

H&L IRONWORKS CORP. 401(K) PLAN

Name: H&L IRONWORKS CORP. - H&L IRONWORKS CORP. 401(K) PLAN (2025) Form 5500
Creator: H&L IRONWORKS CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, H&L IRONWORKS CORP. 401(K) PLAN, H&L IRONWORKS CORP.

H&L IRONWORKS CORP.EIN 27-3474931Plan #001PY 2025

102 WEST 38TH STREET 3RD FLOOR - NEW YORK, NY 10018646-882-0328LinkedIn1-10 employees

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$1.6M

+38.4% from 2024

Total participants

+3.0% from 2024

Average account balance

$23,596

+34.4% from 2024

Annual return

12.96%

+1.44 pp from 2024

Benchmarks

See 11,214 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort11,214 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.63M

Not enough data

1 years with asset history on file

Average account balance

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

$24K

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.

103.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$451K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+12.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2442

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

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

$168K

$2515 / participant

Other / not subdivided$168K100.0%

% of EOY assets

10.348%

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

$23,596

$89,259-73.6%

$107,187-78.0%

$82,637-71.4%

Participation rate

100.0%

67.9%+32.1pp

75.0%+25.0pp

68.1%+31.9pp

Annual return

12.96%

21.02%-8.1pp

204.55%-191.6pp

53.51%-40.6pp

Employer contribution / active EE

$3,183

$3,080+3.3%

$3,782-15.9%

$2,552+24.7%

Participant deferral / active EE

$3,554

$4,037-12.0%

$5,096-30.3%

$4,126-13.9%

Admin fee / account holder

$2,442

$7,381-66.9%

$9,162-73.4%

$7,339-66.7%

H&L IRONWORKS CORP. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

H&L IRONWORKS CORP. 401(K) 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