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Original filing (PDF)20250709111921NAL0007504160001
HCI GROUP, INC.
Form 5500
FILING_RECEIVED
HCI GROUP, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
35% in single holding
Active participants
474
Accounts w/ balance
433
Plan assets (EOY)
$26.5M
Net assets (EOY)
$26.5M
How this plan invests
This plan
7 pooled trusts
Schedule D
8 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
83
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Total $25,328,621 - -" is 35% of plan.
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HCI GROUP, INC..
Plan sponsor
Name
HCI GROUP, INC.
EIN
20-5961396
Address
3802 COCONUT PALM DR. · TAMPA, FL · 33619
Phone
(813) 776-1020
Industry
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
2025-07-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ACCELL CPA & ASSOCIATES, P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $3K | — |
Investments
8 direct securities · 7 pooled funds· $74.0M(100% 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.
Uncategorized
$73.2M
8 holdings
Common Collective Trust
$715K
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Total $25,328,621 - | — | — | — | $25.3M | 95.5% | |
| 2023 Net assets available for benefits per the financial statements | — | — | — | $21.0M | 79.4% | |
| Total $20,541,435 - | — | — | — | $20.5M | 77.5% | |
| 2024 Net increase in net assets available for benefits per the accompanying financial statements | — | — | — | $5.5M | 20.6% | |
| Investments at net asset value using practical expedient Common collective trusts | — | — | — | $715K | 2.7% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $434K | 1.6% | |
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $163K | 0.6% | |
| Plus: participant contributions receivable prior year | — | — | — | $86K | 0.3% | |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $51K | 0.2% | |
| Plus: employer contributions receivable prior year | — | — | — | $47K | 0.2% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $37K | 0.1% | |
| INDEXSELECT CONSERVATIVE RET FUND C GREAT GRAY · EIN 81-4499160 / PN 310 | Common Collective Trust | — | — | $14K | <0.1% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $13K | <0.1% | |
| Investments at net asset value using practical expedient Common collective trusts | — | — | — | $10K | <0.1% | |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $2K | <0.1% |
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