Retirement plan

HUCK HOLDINGS, INC. 401(K) RETIREMENT PLAN

Name: HUCK HOLDINGS, INC. - HUCK HOLDINGS, INC. 401(K) RETIREMENT PLAN (2023) Form 5500
Creator: HUCK HOLDINGS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HUCK HOLDINGS, INC. 401(K) RETIREMENT PLAN, HUCK HOLDINGS, INC.

HUCK HOLDINGS, INC.EIN 84-1640944Plan #001PY 2023

24600 DETROIT ROAD, SUITE 100 - WESTLAKE, OH 44145440-617-2500

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$301K

+43.6% from 2022

Total participants

+33.3% from 2022

Average account balance

$42,957

-38.4% from 2022

Annual return

12.74%

+32.00 pp from 2022

Benchmarks

See 19,292 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort19,292 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$406K

Not enough data

1 years with asset history on file

Average account balance

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

$58K

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

$73K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+10.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1006

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 codes2E2G2J2T3D

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.
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

$5K

$673 / participant

Other / not subdivided$5K100.0%

% of EOY assets

1.789%

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

$42,957

$202,460-78.8%

$169,385-74.6%

$139,456-69.2%

Participation rate

87.5%

81.1%+6.4pp

77.2%+10.3pp

80.3%+7.2pp

Annual return

12.74%

532.07%-519.3pp

405.82%-393.1pp

373.45%-360.7pp

Employer contribution / active EE

$1,384

$4,691-70.5%

$4,012-65.5%

$4,753-70.9%

Participant deferral / active EE

$6,749

$6,938-2.7%

$6,221+8.5%

$6,711+0.6%

Admin fee / account holder

$769

$10,719-92.8%

$9,011-91.5%

$11,407-93.3%

HUCK HOLDINGS, INC. 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HUCK HOLDINGS, INC. 401(K) RETIREMENT 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