Retirement plan

PEROT RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF HILLWOOD DEVELOPMENT

Name: HILLWOOD DEVELOPMENT COMPANY, LLC - PEROT RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF HILLWOOD DEVELOPMENT (2023) Form 5500
Creator: HILLWOOD DEVELOPMENT COMPANY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PEROT RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF HILLWOOD DEVELOPMENT, HILLWOOD DEVELOPMENT COMPANY, LLC

HILLWOOD DEVELOPMENT COMPANY, LLCEIN 75-2228517Plan #001PY 2023

3000 TURTLE CREEK BLVD - DALLAS, TX 752197640214-303-5535LinkedIn1-10 employeeshuman resources

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$194.7M

+22.5% from 2022

Total participants

1,051

+4.4% from 2022

Average account balance

$194,915

+19.7% from 2022

Annual return

20.37%

+36.48 pp from 2022

Benchmarks

See 657 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants250-999

Cohort657 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$220.98M

Not enough data

1 years with asset history on file

Average account balance

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

$231K

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.

955

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.

93.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$16.51M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+14.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$138

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

Top 1 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.9+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930	Recordkeeping	$125,926

Plan features & details

Pension benefit codes2E2G2J2K

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.

Opportunity flags

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$126K

$158 / participant

Other / not subdivided$126K100.0%

% of EOY assets

0.065%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: HUSELTON, MORGAN & MAULTSBY
Auditor EIN: 752409112
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$194,915

$56,638+244.1%

$169,390+15.1%

$74,460+161.8%

Participation rate

93.5%

67.5%+26.0pp

77.2%+16.3pp

70.7%+22.7pp

Annual return

20.37%

24.75%-4.4pp

406.07%-385.7pp

34.38%-14.0pp

Employer contribution / active EE

$8,602

$2,027+324.4%

$4,013+114.4%

$2,638+226.1%

Participant deferral / active EE

$12,950

$4,223+206.7%

$6,222+108.1%

$4,530+185.9%

Admin fee / account holder

$126

$307-58.9%

$9,015-98.6%

$348-63.8%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.9+ years

Filed as: THE VANGUARD GROUP, INC

Service code 15 · EIN 23-1945930

Recordkeeping

$125,926

PEROT RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF HILLWOOD DEVELOPMENT

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PEROT RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF HILLWOOD DEVELOPMENT

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