Retirement plan

HDL RESEARCH LAB 401(K) PLAN

Name: HDL RESEARCH LAB, INC. - HDL RESEARCH LAB 401(K) PLAN (2021) Form 5500
Creator: HDL RESEARCH LAB, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HDL RESEARCH LAB 401(K) PLAN, HDL RESEARCH LAB, INC.

HDL RESEARCH LAB, INC.EIN 74-1963264Plan #001PY 2021

P. O. BOX 2108 - BRENHAM, TX 77834979-836-2300hdlresearchlab.comLinkedIn51-200 employeesdefense & space

Prospect flagsHigh feesRecently reached 100 employees

How to read this page

Total assets (EOY)

$4.9M

+27.9% from 2020

Total participants

101

+9.8% from 2020

Average account balance

$48,351

+16.5% from 2020

Annual return

14.00%

+14.00 pp from 2020

Benchmarks

See 14,567 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,567 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.62M

Not enough data

1 years with asset history on file

Average account balance

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

$56K

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.

136

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

$898K

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

+11.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$395

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

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$72K

$832 / participant

Other / not subdivided$72K100.0%

% of EOY assets

1.482%

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

$48,351

$86,298-44.0%

$111,308-56.6%

$85,847-43.7%

Participation rate

100.0%

73.3%+26.7pp

77.3%+22.7pp

69.3%+30.7pp

Annual return

14.00%

19.99%-6.0pp

54.67%-40.7pp

318.61%-304.6pp

Employer contribution / active EE

$2,128

$2,044+4.1%

$2,732-22.1%

$2,565-17.1%

Participant deferral / active EE

$4,422

$3,641+21.5%

$4,487-1.4%

$3,952+11.9%

Admin fee / account holder

$716

$8,189-91.3%

$7,965-91.0%

$6,261-88.6%

HDL RESEARCH LAB 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HDL RESEARCH LAB 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