Retirement plan

HARDY EQUIPMENT RENTALS, LLC 401(K) PROFIT SHARING PLAN

Name: HARDY EQUIPMENT RENTALS, LLC - HARDY EQUIPMENT RENTALS, LLC 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: HARDY EQUIPMENT RENTALS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HARDY EQUIPMENT RENTALS, LLC 401(K) PROFIT SHARING PLAN, HARDY EQUIPMENT RENTALS, LLC

HARDY EQUIPMENT RENTALS, LLCEIN 45-5159357Plan #001PY 2025

5316 BELLA PLACE - MIDLAND, TX 79707432-599-3917gohardy.comLinkedIn11-50 employeesretail

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$858K

+8.3% from 2024

Total participants

-18.8% from 2024

Average account balance

$122,575

+39.2% from 2024

Annual return

14.38%

+2.13 pp from 2024

Benchmarks

See 13,762 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort13,762 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$858K

Not enough data

1 years with asset history on file

Average account balance

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

$123K

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.

58.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$98K

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

+14.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

$22004

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 codes2E2J2F2G2T3D

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

2 tripped

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

$154K

$12835 / participant

Other / not subdivided$154K100.0%

% of EOY assets

17.951%

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

$122,575

$182,442-32.8%

$163,379-25.0%

$138,895-11.8%

Participation rate

50.0%

79.8%-29.8pp

76.8%-26.8pp

79.9%-29.9pp

Annual return

14.38%

72.74%-58.4pp

63.41%-49.0pp

145.39%-131.0pp

Employer contribution / active EE

$2,060

$4,159-50.5%

$3,752-45.1%

$4,194-50.9%

Participant deferral / active EE

$6,090

$6,817-10.7%

$6,282-3.0%

$6,396-4.8%

Admin fee / account holder

$22,004

$10,396+111.7%

$9,818+124.1%

$12,562+75.2%

HARDY EQUIPMENT RENTALS, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HARDY EQUIPMENT RENTALS, LLC 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