Retirement plan

HOST ENGINEERING 401(K) PLAN

Name: HOST ENGINEERING, INC. - HOST ENGINEERING 401(K) PLAN (2025) Form 5500
Creator: HOST ENGINEERING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HOST ENGINEERING 401(K) PLAN, HOST ENGINEERING, INC.

HOST ENGINEERING, INC.EIN 62-1491647Plan #001PY 2025

593 AA DEAKINS RD - JONESBOROUGH, TN 376593442423-913-2587dmloader.comLinkedIn11-50 employees

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$3.7M

-8.2% from 2024

Total participants

0.0% from 2024

Average account balance

$146,682

+2.8% from 2024

Annual return

9.31%

-0.54 pp from 2024

Benchmarks

See 11,128 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort11,128 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.67M

Not enough data

1 years with asset history on file

Average account balance

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

$147K

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.

80.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$200K

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

+9.31%

Not enough data

1 years with return on file

Admin fee / account holder

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

$36146

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 codes2E2F2G2J2T3D3H

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$904K

$29150 / participant

Other / not subdivided$904K100.0%

% of EOY assets

24.642%

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

$146,682

$106,524+37.7%

$152,301-3.7%

$87,485+67.7%

Participation rate

71.0%

75.8%-4.8pp

82.4%-11.5pp

68.9%+2.0pp

Annual return

9.31%

26.89%-17.6pp

80.50%-71.2pp

26.06%-16.8pp

Employer contribution / active EE

$2,254

$3,371-33.1%

$4,624-51.3%

$2,596-13.2%

Participant deferral / active EE

$4,200

$6,525-35.6%

$8,004-47.5%

$4,274-1.7%

Admin fee / account holder

$36,146

$8,287+336.2%

$14,398+151.0%

$7,775+364.9%

HOST ENGINEERING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HOST ENGINEERING 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