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Original filing (PDF)20251007124834NAL0002684691001
HSF ENTERPRISES, INC.
Form 5500
FILING_RECEIVED
HSF ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
198
Accounts w/ balance
137
Plan assets (EOY)
$10.6M
Net assets (EOY)
$10.6M
How this plan invests
This plan
2 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 69% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HSF ENTERPRISES, INC..
Plan sponsor
Name
HSF ENTERPRISES, INC.
EIN
21-0728658
Address
2151 ROUTE 70 WEST · CHERRY HILL, NJ · 08002
Phone
(856) 663-3200
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
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)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $5K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
22 direct securities · 2 pooled funds· $10.6M(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
$10.1M
22 holdings
Common Collective Trust
$504K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index - | — | — | — | $1.8M | 17.0% | |
| JP Morgan JPMorgan Large Cap Growth R6 - | — | — | — | $1.3M | 12.6% | |
| Avantis U.S. Large Cap Value Inst - | — | — | — | $1.2M | 11.3% | |
| JP Morgan JPMorgan Core Plus Bond R6 - | — | — | — | $1.2M | 11.3% | |
| Avantis U.S. Small Cap Value Instl - | — | — | — | $521K | 4.9% | |
| RELIANCE/METLIFE STABLE 25053 CL 0 METLIFE · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $499K | 4.7% | |
| FMI Common Stock Institutional - | — | — | — | $474K | 4.5% | |
| Portfolio DFA Investment Dimensions DFA Real Estate Securities I - | — | — | — | $454K | 4.3% | |
| iShares Russell Small/Mid-Cap Idx K - | — | — | — | $449K | 4.2% | |
| DFA Investment Dimensions DFA International Large Cap Growth - | — | — | — | $411K | 3.9% | |
| DFA Investment Dimensions DFA Emerging Markets Core Equity 2 I - | — | — | — | $376K | 3.6% | |
| DFA Investment Dimensions DFA International Core Equity 2 I - | — | — | — | $373K | 3.5% | |
| Participant Loans 4.25% - 9.5% - | — | — | — | $341K | 3.2% | |
| Fidelity Global ex US Index - | — | — | — | $303K | 2.9% | |
| Dodge & Cox Dodge & Cox International Stock X - | — | — | — | $283K | 2.7% | |
| PGIM Global Total Return R6 - | — | — | — | $259K | 2.4% | |
| Fidelity U.S. Bond Index - | — | — | — | $95K | 0.9% | |
| Fidelity Large Cap Growth Idx - | — | — | — | $88K | 0.8% | |
| American Funds American Funds 2055 Trgt Date Retire R6 - | — | — | — | $74K | 0.7% | |
| Fidelity Short-Term Bond Index - | — | — | — | $24K | 0.2% | |
| American Funds American Funds 2030 Trgt Date Retire R6 - | — | — | — | $22K | 0.2% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST CO · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $5K | <0.1% | |
| American Funds American Funds 2045 Trgt Date Retire R6 - | — | — | — | $4K | <0.1% | |
| American Funds American Funds 2020 Trgt Date Retire R6 - | — | — | — | $2K | <0.1% |
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