Retirement plan

HEPNER AIR FILTER SERVICE, INC. 401(K) PROFIT SHARING PLAN

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

HEPNER AIR FILTER SERVICE, INC.EIN 34-0764526Plan #004PY 2025

3011 HENNINGER ROAD - CLEVELAND, OH 44109216-351-4200

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$1.8M

+9.0% from 2024

Total participants

0.0% from 2024

Average account balance

$204,031

+9.0% from 2024

Annual return

4.30%

-4.20 pp from 2024

Benchmarks

See 9,721 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort9,721 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.84M

Not enough data

1 years with asset history on file

Average account balance

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

$204K

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.

300.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$79K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$26K

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

+4.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$69

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$625

$208 / participant

Other / not subdivided$625100.0%

% of EOY assets

0.034%

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

$204,031

$108,882+87.4%

$96,754+110.9%

$154,746+31.8%

Participation rate

100.0%

75.1%+24.9pp

70.3%+29.7pp

80.7%+19.3pp

Annual return

4.30%

98.39%-94.1pp

82.04%-77.7pp

172.34%-168.0pp

Employer contribution / active EE

$4,267

$3,018+41.4%

$2,679+59.3%

$4,379-2.6%

Participant deferral / active EE

$22,202

$5,323+317.1%

$4,758+366.6%

$6,730+229.9%

Admin fee / account holder

$69

$10,200-99.3%

$8,905-99.2%

$14,365-99.5%

HEPNER AIR FILTER SERVICE, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HEPNER AIR FILTER SERVICE, 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