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Original filing (PDF)20250604090153NAL0019067344001
HUCK FINN CLOTHES, INC.
Form 5500
FILING_RECEIVED
HUCK FINN CLOTHES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
54% in single holding
Active participants
232
Accounts w/ balance
204
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
How this plan invests
This plan
7 pooled trusts
Schedule D
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "STATE ST CASH SERIES US GOVT L" is 54% of plan.
Helping the score
- Below-peer total fees (30 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HUCK FINN CLOTHES, INC..
Plan sponsor
Name
HUCK FINN CLOTHES, INC.
EIN
14-1514676
Address
952 TROY - SCHENECTADY ROAD · LATHAM, NY · 12110
Phone
(518) 785-1650
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-04
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
TEAL BECKER CHIARAMONTE CPA PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
9 direct securities · 7 pooled funds· $1.2M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$902K
7 holdings
Registered Investment Companies
$287K
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $643K | 53.2% | |
| JPMORGAN EQ INC - A | Registered Investment Companies | — | — | $169K | 14.0% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $110K | 9.1% | |
| STATE ST CONS STR BAL SLS VII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 384 | Common Collective Trust | — | — | $39K | 3.2% | |
| STATE ST MOD STR BAL SLS VII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 385 | Common Collective Trust | — | — | $38K | 3.1% | |
| NEUBERGER BERMAN INTL SELECT A | Registered Investment Companies | — | — | $37K | 3.0% | |
| STATE ST AGG STR BAL SLS VII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 386 | Common Collective Trust | — | — | $33K | 2.8% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $31K | 2.6% | |
| PIMCO TOTAL RETURN FUND - A | Registered Investment Companies | — | — | $25K | 2.0% | |
| FIDELITY ADV EQUITY GROWTH - M | Registered Investment Companies | — | — | $21K | 1.8% | |
| TEMPLETON GROWTH - R 49 REGISTERED INVESTMENT COMPANY DWS GLOBAL HIGH INCOME S | Registered Investment Companies | — | — | $15K | 1.2% | |
| ALGER SMALL CAP GROWTH INSTL-I | Registered Investment Companies | — | — | $8K | 0.7% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $7K | 0.6% | |
| INVESCO DISCOVERY LARGE CAP A | Registered Investment Companies | — | — | $6K | 0.5% | |
| VIRTUS NFJ SC VALUE A 58 REGISTERED INVESTMENT COMPANY FRANKLIN RISING DIVIDENDS - A | Registered Investment Companies | — | — | $4K | 0.4% | |
| AMERCENT HERITAGE FUND - A | Registered Investment Companies | — | — | $1K | <0.1% |