Retirement plan

HARTELCO, INC. & ITS SUBSIDIARIES 401(K) PROFIT SHARING PLAN

Name: HARTELCO, INC. - HARTELCO, INC. & ITS SUBSIDIARIES 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: HARTELCO, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HARTELCO, INC. & ITS SUBSIDIARIES 401(K) PROFIT SHARING PLAN, HARTELCO, INC.

HARTELCO, INC.EIN 47-0813404Plan #001PY 2025

P.O. BOX 157 - HARTINGTON, NE 687390157402-254-3901hartel.netLinkedIn11-50 employeestelecommunications

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.7M

+27.8% from 2024

Total participants

-5.6% from 2024

Average account balance

$108,559

+43.7% from 2024

Annual return

19.65%

+6.71 pp from 2024

Benchmarks

See 2,731 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort2,731 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.74M

Not enough data

1 years with asset history on file

Average account balance

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

$109K

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.

123.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$112K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+19.65%

Not enough data

1 years with return on file

Admin fee / account holder

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

$136

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 codes2E2F2G2J3D

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$2K

$167 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.125%

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

$108,559

$135,905-20.1%

$126,068-13.9%

$198,609-45.3%

Participation rate

92.3%

85.6%+6.7pp

84.7%+7.6pp

82.4%+9.9pp

Annual return

19.65%

14.07%+5.6pp

15.01%+4.6pp

202.70%-183.0pp

Employer contribution / active EE

$4,539

$4,245+6.9%

$3,968+14.4%

$5,055-10.2%

Participant deferral / active EE

$4,074

$8,523-52.2%

$8,214-50.4%

$6,977-41.6%

Admin fee / account holder

$136

$21,036-99.4%

$18,264-99.3%

$19,030-99.3%

HARTELCO, INC. & ITS SUBSIDIARIES 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HARTELCO, INC. & ITS SUBSIDIARIES 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