Original filing (PDF)20251008081254NAL0009372672001

Van HOOK Service Company, Inc.

Name: Van HOOK Service Company, Inc. — Van HOOK Service, Form 5500 (2024)
Creator: Van HOOK Service Company, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Van HOOK Service Company, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Van HOOK Service Company, Inc.'s Van HOOK Service Company, Inc. 401(k) Profit Sharing Plan held $19.9M in plan assets for 114 participants in 2024, with Fidelity as recordkeeper.

Active participants

114

Accounts w/ balance

140

Plan assets (EOY)

$19.9M

Net assets (EOY)

$19.9M

How this plan invests

This plan

20 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (87th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VAN HOOK SERVICE COMPANY, INC..

Plan sponsor

Name

VAN HOOK SERVICE COMPANY, INC.

EIN

16-1027190all filings

Address

76 SENECA AVENUE · ROCHESTER, NY · 14621

Phone

(585) 254-4375

Industry

Other Services (ex. Public Admin)

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

2025-10-08

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3F · Sponsor used leased employees

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$34K	—

Investments

20 direct securities· $19.6M(99% of reported assets)

Mutual Funds

$19.2M

14 holdings

Other securities

$285K

3 holdings

Common Collective Trusts

$142K

3 holdings

					% of plan
Fidelity Freedom Index 2035 Fund Mutual Fund	Mutual Funds	—	—	$3.3M	16.8%
Fidelity Freedom Index 2045 Fund Mutual Fund	Mutual Funds	—	—	$2.7M	13.5%
Fidelity Freedom Index 2050 Fund Mutual Fund	Mutual Funds	—	—	$2.6M	13.3%
Fidelity Freedom Index 2020 Fund Mutual Fund	Mutual Funds	—	—	$2.4M	12.3%
Fidelity Freedom Index 2040 Fund Mutual Fund	Mutual Funds	—	—	$2.2M	10.8%
Fidelity Freedom Index 2025 Fund Mutual Fund	Mutual Funds	—	—	$1.5M	7.3%
Fidelity Freedom Index 2055 Fund Mutual Fund	Mutual Funds	—	—	$1.4M	7.3%
Fidelity Freedom Index 2030 Fund Mutual Fund	Mutual Funds	—	—	$1.4M	7.1%
Fidelity Freedom Index 2060 Fund Mutual Fund	Mutual Funds	—	—	$902K	4.5%
Fidelity Freedom Index 2065 Fund Mutual Fund	Mutual Funds	—	—	$451K	2.3%
T. Rowe Price Blue Chip Growth Fund Mutual Fund	Other securities	—	—	$233K	1.2%
Fidelity Freedom Index 2015 Fund Mutual Fund	Mutual Funds	—	—	$197K	1.0%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$85K	0.4%
Fidelity Government Money Market Fund Money Market	Mutual Funds	—	—	$64K	0.3%
BlackRock Equity Dividend Fund Mutual Fund	Other securities	—	—	$38K	0.2%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$29K	0.1%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$28K	0.1%
MFS Mid Cap Growth Fund Class R4 Mutual Fund	Mutual Funds	—	—	$26K	0.1%
Victory Sycamore Established Value Fund Mutual Fund	Other securities	—	—	$14K	<0.1%
Fidelity Freedom Index 2070 Fund Mutual Fund	Mutual Funds	—	—	$2K	<0.1%