Retirement plan

HALDEMAN-HOMME 401(K) PLAN

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

HALDEMAN-HOMME HOLDINGS, INC.EIN 84-3006919Plan #002PY 2025

430 INDUSTRIAL BLVD - MINNEAPOLIS, MN 55413612-331-4880haldemanhomme.comLinkedIn201-500 employeesconstruction

Prospect flagsLow employer contributionCorrective distributions

How to read this page

Total assets (EOY)

$4.9M

+90.6% from 2024

Total participants

357

+9.5% from 2024

Average account balance

$18,388

+69.2% from 2024

Annual return

37.12%

-168.88 pp from 2024

Benchmarks

See 117 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants250-999

Cohort117 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.91M

Not enough data

1 years with asset history on file

Average account balance

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

$18K

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.

267

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.

72.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.67M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+37.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$141

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

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
VALMARK ADVISERS INC2 years Filed as: VALMARK ADVISERS, INC. Service code 26 · EIN 31-1509466	Advisory (Participants)	$18,394
JOHN HANCOCK LIFE INSURANCE COMPANY3+ years Service code 15 · EIN 01-0233346	Recordkeeping	$2,620

Plan features & details

Pension benefit codes2E2G2J2S2T3D

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$38K

$114 / participant

Investment mgmt$18K48.7%
Contract admin$19K49.7%
Other / not subdivided$5971.6%

% of EOY assets

0.769%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: HARDING, SHYMANSKI & COMPANY, PSC
Auditor EIN: 351346211
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$18,388

$65,904-72.1%

$160,784-88.6%

$79,634-76.9%

Participation rate

72.9%

56.2%+16.7pp

77.0%-4.1pp

62.5%+10.4pp

Annual return

37.12%

20.16%+17.0pp

1803.92%-1766.8pp

36.46%+0.7pp

Employer contribution / active EE

$1,805-100.0%

$3,733-100.0%

$2,529-100.0%

Participant deferral / active EE

$5,040

$3,692+36.5%

$6,293-19.9%

$3,835+31.4%

Admin fee / account holder

$141

$965-85.4%

$9,717-98.5%

$1,002-85.9%

Provider

Service type

Compensation

VALMARK ADVISERS INC2 years

Filed as: VALMARK ADVISERS, INC.

Service code 26 · EIN 31-1509466

Advisory (Participants)

$18,394

JOHN HANCOCK LIFE INSURANCE COMPANY3+ years

Service code 15 · EIN 01-0233346

Recordkeeping

$2,620

HALDEMAN-HOMME 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HALDEMAN-HOMME 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