Retirement plan

HDR, INC. BEST PLAN AND ESOP

Name: HDR, INC. - HDR, INC. BEST PLAN AND ESOP (2023) Form 5500
Creator: HDR, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HDR, INC. BEST PLAN AND ESOP, HDR, INC.

HDR, INC.EIN 47-0663756Plan #007PY 2023

1917 S. 67TH ST. - OMAHA, NE 681062973402-399-1000hdrinc.comLinkedIn10001+ employeesdesign

Prospect flagsHigh assets / participantCorrective distributions

Top hat statement on fileNQDC

Filed November 22, 2008 (most recent of 4 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$6272.9M

+26.1% from 2022

Total participants

15,452

+6.3% from 2022

Average account balance

$416,275

+18.9% from 2022

Annual return

30.78%

+21.62 pp from 2022

Benchmarks

See 103 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants>=10,000

Cohort103 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.70B

Not enough data

1 years with asset history on file

Average account balance

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

$483K

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.

15,939

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.

97.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$190.71M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+27.26%

Not enough data

1 years with return on file

Admin fee / account holder

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

$104

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

1 years with F_SCH_H allocation on file

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Service providers

Top 10 of 13 by compensation

Provider	Service type	Compensation
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833	Recordkeeping	$780,634
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 28 · EIN 42-0127290	Investment Management	$215,469
ARGENT TRUST COMPANY9+ years Service code 28 · EIN 62-1437218	Investment Management	$185,499
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC Service code 28 · EIN 84-4519624	Investment Management	$80,000
KUTAK ROCK LLP8 years Service code 29 · EIN 47-0597598	Legal	$44,572
ERNST & YOUNG LLP5 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596	Accounting	$33,961
KWMG LLC3 years Service code 26 · EIN 46-4580356	Advisory (Participants)	$13,941
AVANTAX INSURANCE AGENCY LLC1 year Filed as: AVANTAX PLANNING PARTNERS INC Service code 26 · EIN 42-1447865	Advisory (Participants)	$7,946
CREATIVE PLANNING LLC3 years Service code 26 · EIN 43-1270780	Advisory (Participants)	$6,989
MCADAM LLC2 years Service code 26 · EIN 47-1994636	Advisory (Participants)	$5,712

Plan features & details

Pension benefit codes2E2G2I2J2O2Q3I

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.
2I
Stock bonus
Stock bonus plan.
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.
2O
ESOP other than a leveraged ESOP
Employee stock ownership plan that is not leveraged.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

2 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1.4M

$125 / participant

Recordkeeping$706K49.8%
Investment mgmt$229K16.2%
Contract admin$482K34.0%

% of EOY assets

0.023%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: ERNST & YOUNG
Auditor EIN: 346565596
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$416,275

$106,994+289.1%

$135,974+206.1%

$96,393+331.9%

Participation rate

96.6%

72.5%+24.1pp

81.9%+14.7pp

71.3%+25.4pp

Annual return

30.78%

26.64%+4.1pp

68.30%-37.5pp

22.88%+7.9pp

Employer contribution / active EE

$2,149

$3,391-36.6%

$4,859-55.8%

$3,239-33.7%

Participant deferral / active EE

$13,164

$7,968+65.2%

$7,760+69.6%

$5,455+141.3%

Admin fee / account holder

$94

$79+18.9%

$10,767-99.1%

$74+27.3%

Provider

Service type

Compensation

CHARLES SCHWAB & CO., INC.6 years

Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC

Service code 15 · EIN 34-1479833

Recordkeeping

$780,634

PRINCIPAL LIFE INSURANCE COMPANY9+ years

Service code 28 · EIN 42-0127290

Investment Management

$215,469

ARGENT TRUST COMPANY9+ years

Service code 28 · EIN 62-1437218

Investment Management

$185,499

CREATIVE PLANNING LLC1 year

Filed as: CREATIVE PLANNING HOLDCO LLC

Service code 28 · EIN 84-4519624

Investment Management

$80,000

KUTAK ROCK LLP8 years

Service code 29 · EIN 47-0597598

Legal

$44,572

ERNST & YOUNG LLP5 years

Filed as: ERNST & YOUNG US LLP

Service code 10 · EIN 34-6565596

Accounting

$33,961

KWMG LLC3 years

Service code 26 · EIN 46-4580356

Advisory (Participants)

$13,941

AVANTAX INSURANCE AGENCY LLC1 year

Filed as: AVANTAX PLANNING PARTNERS INC

Service code 26 · EIN 42-1447865

Advisory (Participants)

$7,946

CREATIVE PLANNING LLC3 years

Service code 26 · EIN 43-1270780

Advisory (Participants)

$6,989

MCADAM LLC2 years

Service code 26 · EIN 47-1994636

Advisory (Participants)

$5,712

HDR, INC. BEST PLAN AND ESOP

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HDR, INC. BEST PLAN AND ESOP

Top hat statement on fileNQDC

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