Back to filter
Original filing (PDF)20251014141551NAL0001526195001
HPCCA - HAIG POINT
Form 5500
FILING_RECEIVED
HPCCA - HAIG POINT 401(K) PLAN
401(k) retirement plan
Signals · 1
~107 bps in Sched C fees
Active participants
127
Accounts w/ balance
121
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
How this plan invests
This plan
3 pooled trusts
Schedule D
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 107 bps in Schedule C fees — 106% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HPCCA - HAIG POINT.
Plan sponsor
Name
HPCCA - HAIG POINT
EIN
22-2690475
Address
10 HAIG POINT CIRCLE · HILTON HEAD ISLAND, SC · 29928
Phone
(800) 686-3441
Industry
Other Services (ex. Public Admin)see 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SCOTT AND COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $10K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLTH ADVISORY SERVICES LLC | — | JOLIET, IL | INVESTMENT ADVISOR | $4K | — |
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $4K | — |
| KESTRA ADVISORY SERVICES LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $2K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $9K | — |
Investments
16 direct securities · 3 pooled funds· $2.6M(99% 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
$2.3M
16 holdings
Common Collective Trust
$323K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity US Bond Index Mutual Fund | — | — | — | $400K | 14.9% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $326K | 12.2% | |
| Fidelity Total International Index Mutual Fund | — | — | — | $272K | 10.1% | |
| EI Fixed Account - Series Class I Guaranteed Investment Contract, 1.41% | — | — | — | $218K | 8.1% | |
| State Street Target Retirement 2045 K Mutual Fund | — | — | — | $218K | 8.1% | |
| American Funds New Perspective R6 Mutual Fund | — | — | — | $152K | 5.7% | |
| State Street Target Retirement 2055 K Mutual Fund | — | — | — | $151K | 5.6% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $148K | 5.5% | |
| CORE PLUS BOND CL I1 GREAT GRAY · EIN 38-4116854 / PN 001 | Common Collective Trust | — | — | $144K | 5.4% | |
| LARGE CAP VALUE I1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $117K | 4.4% | |
| State Street Target Retirement 2050 K Mutual Fund | — | — | — | $116K | 4.3% | |
| State Street Target Retirement 2060 K Mutual Fund | — | — | — | $74K | 2.8% | |
| INTERNATIONAL STOCK I1 GREAT GRAY · EIN 82-2436292 / PN 000 | Common Collective Trust | — | — | $61K | 2.3% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $60K | 2.3% | |
| Fidelity Real Estate Index Mutual Fund | — | — | — | $53K | 2.0% | |
| American Funds New World R6 Mutual Fund | — | — | — | $47K | 1.8% | |
| State Street Target Retirement 2065 K Mutual Fund | — | — | — | $44K | 1.7% | |
| DFA US Targeted Value I Mutual Fund | — | — | — | $21K | 0.8% | |
| State Street Target Retirement 2030 K Mutual Fund | — | — | — | $15K | 0.6% |
Related plans
Other plans using EMPOWER ANNUITY INSURANCE COMPANY O
EDWARD D. JONES & CO., L.P.
EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN
$12.4B · 50,491 participants
3M COMPANY
3M VOLUNTARY INVESTMENT PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN
$10.6B · 21,780 participants
THE NEW YORK-PRESBYTERIAN HOSPITAL
THE RETIREMENT SAVINGS PLAN
$4.8B · 50,152 participants
BAYLOR SCOTT & WHITE HOLDINGS
BAYLOR SCOTT & WHITE HEALTH RETIREMENT SAVINGS PLAN
$4.7B · 46,788 participants
HEALTH CARE SERVICE CORPORATION
THE 401K PLAN
$3.9B · 36,460 participants
REGIONS FINANCIAL CORPORATION
REGIONS FINANCIAL CORPORATION 401(K) PLAN
$3.2B · 20,137 participants
Similar-size Other Services (ex. Public Admin) plans
HUDSON RIVER FOUNDATION FOR SCIENCE AND ENVIRONMENTAL RESEARCH INC
HUDSON RIVER FOUNDATION FOR SCIENCE AND ENVIRONMENTAL RESEARCH TAX DEFERRED ANNUITY PLAN
$2.7M · 15 participants
PROFESSIONALS NETWORK GROUP, INC. DBA PROVISORS
PROVISORS 401(K) PLAN
$2.7M · 37 participants
COLUMBIA URBAN LEAGUE, INC.
COLUMBIA URBAN LEAGUE RETIREMENT PLAN
$2.7M · 9 participants
ASA AVIATION SUPPLIERS ASSOCIATI
ASA AVIATION SUPPLIERS ASSOCIATION 401K PLAN
$2.7M · 16 participants
NEXTGEN CLIMATE AMERICA INC
NEXTGEN CLIMATE AMERICA INC 401(K) PROFIT SHARING PLAN & TRUST
$2.7M · 24 participants
ASSOCIATION OF UNIVERSITY CENTERS ON DISABILITES
AUCD 403(B) PLAN
$2.7M · 25 participants
Large plans in South Carolina
MICHELIN NORTH AMERICA, INC. C/O RETIREMENT MANAGER
MICHELIN 401(K) SAVINGS PLAN
$4.5B · 15,068 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC
THE SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC MULTIPLE EMPLOYER PENSION PLAN
$3.7B · 1,489 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC MASTER TRUST
$3.7B
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC
THE SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC DEFINED CONTRIBUTION PLAN
$2.8B · 9,871 participants
MICHELIN NORTH AMERICA, INC
MICHELIN RETIREMENT PLAN
$2.2B · 3,464 participants
PRISMA HEALTH
PRISMA HEALTH RETIREMENT SAVINGS PLAN
$2.2B · 32,659 participants