Retirement plan

HARENDT CONSTRUCTION GROUP 401(K) PLAN

Name: HARENDT CONSTRUCTION GROUP, LLC - HARENDT CONSTRUCTION GROUP 401(K) PLAN (2025) Form 5500
Creator: HARENDT CONSTRUCTION GROUP, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HARENDT CONSTRUCTION GROUP 401(K) PLAN, HARENDT CONSTRUCTION GROUP, LLC

HARENDT CONSTRUCTION GROUP, LLCEIN 45-4751693Plan #001PY 2025

164 STAR DUST TRAIL - BROCK, TX 76087817-988-9241harendt-construction.comLinkedIn11-50 employeesconstruction

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$244K

+53.6% from 2024

Total participants

0.0% from 2024

Average account balance

$30,493

+53.6% from 2024

Annual return

21.02%

+0.64 pp from 2024

Benchmarks

See 44,465 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort44,465 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$244K

Not enough data

1 years with asset history on file

Average account balance

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

$30K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$52K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+21.02%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20

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 codes2E2J2F2G3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$160

$20 / participant

Other / not subdivided$160100.0%

% of EOY assets

0.066%

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

$30,493

$111,535-72.7%

$105,223-71.0%

$137,256-77.8%

Participation rate

62.5%

78.1%-15.6pp

75.0%-12.5pp

80.0%-17.5pp

Annual return

21.02%

237.85%-216.8pp

180.65%-159.6pp

220.34%-199.3pp

Employer contribution / active EE

$2,211

$3,939-43.9%

$3,689-40.1%

$4,156-46.8%

Participant deferral / active EE

$4,259

$5,500-22.6%

$5,072-16.0%

$6,407-33.5%

Admin fee / account holder

$20

$9,721-99.8%

$8,859-99.8%

$12,270-99.8%

HARENDT CONSTRUCTION GROUP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HARENDT CONSTRUCTION GROUP 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