Retirement plan

HARD DRIVE EXPRESS PROFIT SHARING PLAN

Name: HARD DRIVE EXPRESS INC. - HARD DRIVE EXPRESS PROFIT SHARING PLAN (2025) Form 5500
Creator: HARD DRIVE EXPRESS INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HARD DRIVE EXPRESS PROFIT SHARING PLAN, HARD DRIVE EXPRESS INC.

HARD DRIVE EXPRESS INC.EIN 42-1528656Plan #001PY 2025

12912 N. TELEGRAPH RD - CARLETON, MI 48117734-348-7408hdxpress.netLinkedIn51-200 employeespackage/freight delivery

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.9M

+28.3% from 2024

Total participants

0.0% from 2024

Average account balance

$34,874

+28.3% from 2024

Annual return

19.51%

+2.64 pp from 2024

Benchmarks

See 3,206 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort3,206 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.89M

Not enough data

1 years with asset history on file

Average account balance

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

$35K

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.

145.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$469K

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

+19.51%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3309

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 codes2E2J2F2G3D

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.
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

$275K

$4819 / participant

Other / not subdivided$275K100.0%

% of EOY assets

9.489%

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

$34,874

$58,627-40.5%

$76,735-54.6%

$82,448-57.7%

Participation rate

100.0%

63.2%+36.8pp

69.5%+30.5pp

68.1%+31.9pp

Annual return

19.51%

39.10%-19.6pp

29.77%-10.3pp

41.64%-22.1pp

Employer contribution / active EE

$3,652

$1,729+111.2%

$2,454+48.8%

$2,551+43.2%

Participant deferral / active EE

$4,584

$3,134+46.3%

$4,088+12.1%

$4,139+10.7%

Admin fee / account holder

$3,309

$5,323-37.8%

$7,189-54.0%

$7,234-54.3%

HARD DRIVE EXPRESS PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HARD DRIVE EXPRESS 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