Retirement plan

IMPACT STRATEGIES EMPLOYEES 401(K) PLAN

Name: THE HINRICHS GROUP, INC - IMPACT STRATEGIES EMPLOYEES 401(K) PLAN (2025) Form 5500
Creator: THE HINRICHS GROUP, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, IMPACT STRATEGIES EMPLOYEES 401(K) PLAN, THE HINRICHS GROUP, INC

THE HINRICHS GROUP, INCEIN 38-3649889Plan #001PY 2025

340 OFFICE COURT, SUITE A - FAIRVIEW HEIGHTS, IL 62208618-394-8400

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$6.1M

+18.3% from 2024

Total participants

+20.7% from 2024

Average account balance

$180,327

+0.9% from 2024

Annual return

15.29%

-0.17 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

$6.13M

Not enough data

1 years with asset history on file

Average account balance

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

$180K

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

$609K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+15.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

$13561

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 codes2E2G2J3D2F2T

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

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

$461K

$13972 / participant

Other / not subdivided$461K100.0%

% of EOY assets

7.520%

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

$180,327

$89,259+102.0%

$107,187+68.2%

$82,637+118.2%

Participation rate

97.0%

67.9%+29.0pp

75.0%+21.9pp

68.1%+28.9pp

Annual return

15.29%

21.02%-5.7pp

204.55%-189.3pp

53.51%-38.2pp

Employer contribution / active EE

$7,853

$3,080+155.0%

$3,782+107.6%

$2,552+207.7%

Participant deferral / active EE

$10,613

$4,037+162.9%

$5,096+108.3%

$4,126+157.2%

Admin fee / account holder

$13,561

$7,381+83.7%

$9,162+48.0%

$7,339+84.8%

IMPACT STRATEGIES EMPLOYEES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

IMPACT STRATEGIES EMPLOYEES 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