Retirement plan

H & H TRANSPORT, INC. 401(K) PROFIT SHARING PLAN

Name: H & H TRANSPORT, INC - H & H TRANSPORT, INC. 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: H & H TRANSPORT, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, H & H TRANSPORT, INC. 401(K) PROFIT SHARING PLAN, H & H TRANSPORT, INC

H & H TRANSPORT, INCEIN 72-1385142Plan #002PY 2015

124 QUEENS LANE - SLIDELL, LA 70458985-643-3163hhtransportationinc.comLinkedIn1-10 employeestransportation/trucking/railroad

Other plans on this EIN

1 filing

#001Retirement-$2.6M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$811K

No prior year

Total participants

No prior year

Average account balance

$162,287

No prior year

Annual return

-3.30%

No prior year

Benchmarks

See 5,259 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort5,259 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.46M

Not enough data

1 years with asset history on file

Average account balance

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

$292K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$38K

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

+16.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1829

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 codes2E2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing 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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

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

$7K

$1470 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.906%

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

$162,287

$75,935+113.7%

$60,547+168.0%

$125,389+29.4%

Participation rate

100.0%

76.5%+23.5pp

68.0%+32.0pp

83.2%+16.8pp

Annual return

-3.30%

-5.38%+2.1pp

335.64%-338.9pp

282.24%-285.5pp

Employer contribution / active EE

$10,000

$3,438+190.9%

$2,419+313.3%

$4,866+105.5%

Participant deferral / active EE

$9,600

$4,506+113.0%

$3,328+188.5%

$5,352+79.4%

Admin fee / account holder

$1,470

$6,768-78.3%

$4,536-67.6%

$9,541-84.6%

H & H TRANSPORT, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

H & H TRANSPORT, INC. 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