Retirement plan

HOHENSTEIN'S, INC. RETIREMENT PLAN

Name: HOHENSTEINS INC - HOHENSTEIN'S, INC. RETIREMENT PLAN (2025) Form 5500
Creator: HOHENSTEINS INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HOHENSTEIN'S, INC. RETIREMENT PLAN, HOHENSTEINS INC

HOHENSTEINS INCEIN 41-0988277Plan #002PY 2025

8301 95TH STREET SOUTH - COTTAGE GROVE, MN 55016651-735-4978hohensteins.comLinkedIn51-200 employeesfood & beverages

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$8.5M

+0.4% from 2024

Total participants

-2.5% from 2024

Average account balance

$112,484

-3.6% from 2024

Annual return

13.77%

+2.33 pp from 2024

Benchmarks

See 3,711 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort3,711 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.55M

Not enough data

1 years with asset history on file

Average account balance

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

$112K

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.

111.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$562K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+13.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$22409

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 codes2E2G2J2T3D

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.
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

$1.7M

$25046 / participant

Other / not subdivided$2M100.0%

% of EOY assets

19.922%

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

$112,484

$114,712-1.9%

$173,730-35.3%

$87,485+28.6%

Participation rate

95.6%

73.0%+22.6pp

79.6%+16.0pp

68.9%+26.7pp

Annual return

13.77%

20.18%-6.4pp

19.96%-6.2pp

26.06%-12.3pp

Employer contribution / active EE

$2,707

$2,904-6.8%

$4,577-40.9%

$2,596+4.3%

Participant deferral / active EE

$5,552

$4,642+19.6%

$6,326-12.2%

$4,274+29.9%

Admin fee / account holder

$22,409

$10,210+119.5%

$17,523+27.9%

$7,775+188.2%

HOHENSTEIN'S, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HOHENSTEIN'S, INC. RETIREMENT 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