Retirement plan

HH HOVEY HEATING & COOLING, INC. 401(K) PLAN

Name: HH HOVEY HEATING & COOLING, INC. - HH HOVEY HEATING & COOLING, INC. 401(K) PLAN (2025) Form 5500
Creator: HH HOVEY HEATING & COOLING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HH HOVEY HEATING & COOLING, INC. 401(K) PLAN, HH HOVEY HEATING & COOLING, INC.

HH HOVEY HEATING & COOLING, INC.EIN 56-1742869Plan #001PY 2025

408 UPTON STREET - WINSTON-SALEM, NC 27103336-768-2569hhhovey.comLinkedIn1-10 employees

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$505K

+9.3% from 2024

Total participants

0.0% from 2024

Average account balance

$84,236

+9.3% from 2024

Annual return

2.46%

-8.53 pp from 2024

Benchmarks

See 10,478 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort10,478 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$505K

Not enough data

1 years with asset history on file

Average account balance

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

$84K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$32K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+2.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2J3D

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.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$84,236

$171,492-50.9%

$150,734-44.1%

$198,609-57.6%

Participation rate

100.0%

81.4%+18.6pp

78.4%+21.6pp

82.4%+17.6pp

Annual return

2.46%

804.70%-802.2pp

600.81%-598.3pp

202.70%-200.2pp

Employer contribution / active EE

$5,275

$5,470-3.6%

$4,918+7.2%

$5,055+4.3%

Participant deferral / active EE

$5,275

$6,259-15.7%

$5,610-6.0%

$6,977-24.4%

Admin fee / account holder

$17,628-100.0%

$14,905-100.0%

$19,030-100.0%

HH HOVEY HEATING & COOLING, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

HH HOVEY HEATING & COOLING, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion