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Original filing (PDF)20251015161518NAL0005093073001
HOCON GAS, INC.
Form 5500
FILING_RECEIVED
EMPLOYEE 401K PLAN
401(k) retirement plan
Active participants
86
Accounts w/ balance
182
Plan assets (EOY)
$14.4M
Net assets (EOY)
$14.4M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOCON GAS, INC..
Plan sponsor
Name
HOCON GAS, INC.
EIN
06-0767889
Address
6 ARMSTRONG ROAD, SUITE3 · SHELTON, CT · 06484
Phone
(203) 402-7813
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GRAY GRAY & GRAY LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
27 direct securities · 1 pooled fund· $14.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$14.4M
27 holdings
Common Collective Trust
$514K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2025 Target Date Fund R6 Mutual fund | — | — | — | $3.0M | 20.7% | |
| American Funds 2035 Target Date Fund R6 Mutual fund | — | — | — | $2.2M | 15.3% | |
| American Funds 2030 Target Date Fund R6 Mutual fund | — | — | — | $1.3M | 9.2% | |
| American Funds Invmt Co of America R6 Mutual fund | — | — | — | $998K | 6.9% | |
| American Funds 2020 Target Date Fund R6 Mutual fund | — | — | — | $865K | 6.0% | |
| American Funds AMCAP R6 Mutual fund | — | — | — | $851K | 5.9% | |
| American Funds 2045 Target Date Fund R6 Mutual fund | — | — | — | $828K | 5.8% | |
| American Funds 2050 Target Date Fund R6 Mutual fund | — | — | — | $628K | 4.4% | |
| RELIANCE METLIFE SERIES 25053 C10 METLIFE STABLE VALUE · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $514K | 3.6% | |
| Reliance MetLife Series 25053 Cl 0 Common/collective trust | — | — | — | $505K | 3.5% | |
| American Funds 2055 Target Date Fund R6 Mutual fund | — | — | — | $491K | 3.4% | |
| Fidelity 500 Index Mutual fund | — | — | — | $453K | 3.2% | |
| American Funds Inflation Linked Bd Fd R6 Mutual fund | — | — | — | $349K | 2.4% | |
| American Funds 2040 Target Date Fund R6 Mutual fund | — | — | — | $339K | 2.4% | |
| American Funds Washington Mutual R6 Mutual fund | — | — | — | $327K | 2.3% | |
| maturing through 2031 $- | — | — | — | $254K | 1.8% | |
| Fidelity Mid Cap Index Mutual fund | — | — | — | $207K | 1.4% | |
| American Funds New World R6 Mutual fund | — | — | — | $185K | 1.3% | |
| American Funds Bond Fund of Amer R6 Mutual fund | — | — | — | $145K | 1.0% | |
| American Funds EuroPacific Gr R6 Mutual fund | — | — | — | $124K | 0.9% | |
| American Funds 2060 Target Date Fund R6 Mutual fund | — | — | — | $97K | 0.7% | |
| American Funds US Government Sec R6 Mutual fund | — | — | — | $83K | 0.6% | |
| American Funds 2015 Target Date Fund R6 Mutual fund | — | — | — | $75K | 0.5% | |
| American Funds 2065 Target Date Fund R6 Mutual fund | — | — | — | $28K | 0.2% | |
| American Funds Capital World Bond R6 Mutual fund | — | — | — | $19K | 0.1% | |
| BlackRock High Yield Portfolio K Mutual fund | — | — | — | $14K | <0.1% | |
| Hartford Schroders International Stk SDR Mutual fund | — | — | — | $7K | <0.1% | |
| PGIM Global Real Estate R6 Mutual fund | — | — | — | $3K | <0.1% |
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