Retirement plan

HW HOME, INC 401(K) PLAN

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

HW HOME, INC.EIN 84-1541558Plan #001PY 2025

4246 CARSON STREET, SUITE 101 - DENVER, CO 80239720-564-1286hwhome.comLinkedIn11-50 employeesfurniture

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.7M

+1.4% from 2024

Total participants

0.0% from 2024

Average account balance

$68,772

+6.6% from 2024

Annual return

12.72%

+0.30 pp from 2024

Benchmarks

See 14,553 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort14,553 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.68M

Not enough data

1 years with asset history on file

Average account balance

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

$69K

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.

216.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$120K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+12.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11172

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 codes2E3D2G2J2F2T

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.

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

$436K

$24205 / participant

Other / not subdivided$436K100.0%

% of EOY assets

16.244%

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

$68,772

$115,225-40.3%

$100,712-31.7%

$138,895-50.5%

Participation rate

88.9%

74.3%+14.6pp

69.3%+19.6pp

79.9%+9.0pp

Annual return

12.72%

40.35%-27.6pp

33.27%-20.6pp

145.39%-132.7pp

Employer contribution / active EE

$2,557

$2,771-7.7%

$2,313+10.6%

$4,194-39.0%

Participant deferral / active EE

$4,095

$4,699-12.9%

$4,085+0.2%

$6,396-36.0%

Admin fee / account holder

$11,172

$10,844+3.0%

$9,256+20.7%

$12,562-11.1%

HW HOME, INC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HW HOME, INC 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