Original filing (PDF)20251015101121NAL0002126787001

MHOC, LLC D/B/A SPRING STREET FINANCIAL

Name: MHOC, LLC D/B/A SPRING STREET FINANCIAL — SPRING STREET FINANCIAL SAVINGS PLUS PLAN, Form 5500 (2024)
Creator: MHOC, LLC D/B/A SPRING STREET FINANCIAL

Form 5500-SF

FILING_RECEIVED

SPRING STREET FINANCIAL SAVINGS PLUS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MHOC, LLC D/B/A SPRING STREET FINANCIAL.

Plan sponsor

Name

MHOC, LLC D/B/A SPRING STREET FINANCIAL

EIN

20-0578601

Address

1 NORTHWESTERN BLVD · ALBANY, NY · 12211

Phone

(518) 459-4665

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee 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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

RESORT HOTEL ASSOCIATION

RESORT HOTEL ASSOCIATION 401(K) PLAN

$1.2M · 7 participants

HEATHER E. TUCKER

HEATHER E. TUCKER 401(K) PLAN

$1.2M · 3 participants

PROGRESSIVE FINANCIAL CONCEPTS, LTD

PROGRESSIVE FINANCIAL CONCEPTS, LTD 401(K) PLAN

$1.2M · 7 participants

THE ZOLLER AGENCY, INC.

THE ZOLLER AGENCY, INC. 401(K) PLAN

$1.2M · 2 participants

GOLDHONOR USA

GOLDHONOR USA RETIREMENT PLAN

$1.2M · 4 participants