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Original filing (PDF)20250930165243NAL0005602179001
H.C. EMPLOYEES, LLC
Form 5500
FILING_RECEIVED
HOME CREATIONS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
121
Accounts w/ balance
137
Plan assets (EOY)
$8.3M
Net assets (EOY)
$8.3M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for H.C. EMPLOYEES, LLC.
Plan sponsor
Name
H.C. EMPLOYEES, LLC
EIN
16-1647696
Address
2252 NORTH BROADWAY · MOORE, OK · 73160
Phone
(405) 692-2222
Industry
Constructionsee 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
2025-09-30
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
EIDE BAILLY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH RETIREMENT & BENEFIT | 13-5674085 | — | NONE | $27K | — |
| ASCENSUS LLC | 11-3665754 | — | NONE | $19K | — |
Investments
32 direct securities· $8.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Fidelity 0 | — | — | — | $1.2M | 14.6% | |
| NYLI Winslow Large Cap Growth R6 NYLI 0 | — | — | — | $979K | 11.9% | |
| BlackRock LifePath Index 2045 K BlackRock 0 | — | — | — | $616K | 7.5% | |
| Fidelity Small Cap Index Fidelity 0 | — | — | — | $466K | 5.6% | |
| Fidelity Mid Cap Index Fidelity 0 | — | — | — | $385K | 4.7% | |
| BlackRock LifePath Index 2050 K BlackRock 0 | — | — | — | $382K | 4.6% | |
| Fidelity Total International Index Fidelity 0 | — | — | — | $344K | 4.2% | |
| BlackRock LifePath Index 2040 K BlackRock 0 | — | — | — | $343K | 4.2% | |
| Hartford Core Equity R6 Hartford 0 | — | — | — | $342K | 4.1% | |
| Self-Direct Investment Fund Self-Direct 0 | — | — | — | $316K | 3.8% | |
| BlackRock LifePath Index 2060 K BlackRock 0 | — | — | — | $311K | 3.8% | |
| BlackRock Lifepath Index Retire K BlackRock 0 | — | — | — | $292K | 3.5% | |
| BlackRock LifePath Index 2055 K BlackRock 0 | — | — | — | $291K | 3.5% | |
| JHancock Disciplined Value R6 John Hancock 0 | — | — | — | $289K | 3.5% | |
| American Century Infl-Adj Bond R6 American Century 0 | — | — | — | $277K | 3.4% | |
| BlackRock LifePath Index 2030 K BlackRock 0 | — | — | — | $276K | 3.3% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $241K | 2.9% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $186K | 2.3% | |
| BlackRock LifePath Index 2035 K BlackRock 0 | — | — | — | $182K | 2.2% | |
| Fidelity U.S. Bond Index Fund Fidelity 0 | — | — | — | $123K | 1.5% | |
| BlackRock LifePath Index 2065 K BlackRock 0 | — | — | — | $98K | 1.2% | |
| BlackRock High Yield Portfolio K BlackRock 0 | — | — | — | $67K | 0.8% | |
| American Funds Intl Gr & Inc R6 American Funds 0 | — | — | — | $54K | 0.7% | |
| Loomis Sayles Global Bond Fund N Loomis Sayles 0 | — | — | — | $50K | 0.6% | |
| Allspring Small Company Growth R6 Allspring 0 | — | — | — | $42K | 0.5% | |
| Hartford Schroders E/M Equity SDR Hartford 0 | — | — | — | $35K | 0.4% | |
| Cohen & Steers Global Realty Shares Z Cohen & Steers 0 | — | — | — | $28K | 0.3% | |
| Carillon Scout Mid Cap R6 Carillon 0 | — | — | — | $11K | 0.1% | |
| Allspring Special Small Cap Value R6 Allspring 0 | — | — | — | $11K | 0.1% | |
| Macquarie Small Cap Core R6 Macquarie 0 | — | — | — | $7K | <0.1% | |
| Western Asset Core Bond IS Legg Mason 0 | — | — | — | $2K | <0.1% | |
| Self-Direct Cash Fund Self-Direct 0 | — | — | — | $1K | <0.1% |
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