How big is HCC Marketing Inc.'s plan?

HCC Marketing Inc.'s plan reported $18.2M in assets and 113 participants for 2024.

Original filing (PDF)20251013133655NAL0003064450001

HCC Marketing Inc.

Name: HCC Marketing Inc. — HOLT'S Cigar Co., Inc. 401(k), Form 5500 (2024)
Creator: HCC Marketing Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

HOLT'S Cigar Co., Inc. 401(k) Savings Plan

401(k) retirement plan · HCC Marketing Inc.'s HOLT'S Cigar Co., Inc. 401(k) Savings Plan held $18.2M in plan assets for 113 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

High average account balance

Active participants

113

Accounts w/ balance

112

Plan assets (EOY)

$18.2M

Net assets (EOY)

$18.2M

People on this filing

Nadia Trowbridge signed HCC Marketing Inc.'s 2024 Form 5500 as plan administrator.

Nadia Trowbridge — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

HCC Marketing Inc.'s EIN is 23-2080047.

EIN 23-2080047

Plan number 001

Plan year 2024

ACK ID 20251013133655NAL0003064450001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for HCC Marketing Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

HCC Marketing Inc.'s plan includes a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction, profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HCC MARKETING INC..

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How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (93rd percentile).
High average account balance (92nd percentile).

Plan sponsor

Name

HCC MARKETING INC.

EIN

all filings

Address

12270 TOWNSEND ROAD · PHILADELPHIA, PA · 19154

Phone

(215) 676-8778

Industry

Wholesale Trade

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

2025-10-13

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

2F · ERISA section 404(c)

2E · Profit-sharing

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$2K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERIPRISE FINANCIAL SERVICES INC	38-2722519	—	ADVISOR	$0	—

Investments

30 direct securities· $18.2M(100% of reported assets)

Mutual Funds

$14.2M

20 holdings

Common Collective Trusts

$2.8M

4 holdings

Other securities

$728K

4 holdings

Participant loans

$354K

1 holding

Common Stocks

$164K

1 holding

					% of plan
American Funds 2035 Target Date Retirement Fund Class R-3	Mutual Funds	—	—	$2.9M	15.7%
American Funds 2040 Target Date Retirement Fund Class R-3	Mutual Funds	—	—	$2.7M	14.6%
American Funds 2045 Target Date Retirement Fund Class R-3	Mutual Funds	—	—	$2.4M	13.0%
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$1.4M	7.6%
American Funds 2025 Target Date Retirement Fund Class R-3	Mutual Funds	—	—	$1.0M	5.5%
American Funds 2050 Target Date Retirement Fund Class R-3	Mutual Funds	—	—	$837K	4.6%
American Funds 2020 Target Date Retirement Fund Class R-3	Mutual Funds	—	—	$804K	4.4%
Columbia Mid Cap Index Fund Class A	Common Collective Trusts	—	—	$664K	3.6%
Fidelity Advisor New Insights Fund Class A	Mutual Funds	—	—	$656K	3.6%
Franklin Income Fund Class A1	Mutual Funds	—	—	$522K	2.9%
Fidelity Total Market Index Fund	Common Collective Trusts	—	—	$505K	2.8%
Invesco Oppenheimer International Growth Fund Class A	Mutual Funds	—	—	$453K	2.5%
Fidelity Advisor Strategic Income Fund Class A	Mutual Funds	—	—	$435K	2.4%
American Funds 2055 Target Date Retirement Fund Class R-3	Mutual Funds	—	—	$408K	2.2%
Neuberger Berman Genesis Fund Advisor Class	Other securities	—	—	$376K	2.1%
Participant loans	Participant loans	—	—	$354K	1.9%
Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$291K	1.6%
American Funds 2060 Target Date Retirement Fund Class R-3	Mutual Funds	—	—	$275K	1.5%
BlackRock Equity Dividend Fund Institutional Shares	Other securities	—	—	$185K	1.0%
Invesco Developing Markets Fund Class A	Mutual Funds	—	—	$179K	1.0%
American Funds 2030 Target Date Retirement Fund Class R-3	Mutual Funds	—	—	$171K	0.9%
BlackRock Global Allocation Fund, Inc. Institutional Shares	Common Stocks	—	—	$164K	0.9%
Fidelity Advisor Mid Cap II Fund Class A	Mutual Funds	—	—	$134K	0.7%
First Eagle Gold Fund Class A	Other securities	—	—	$118K	0.6%
Fidelity Advisor Floating Rate High Income Fund Class A	Mutual Funds	—	—	$118K	0.6%
Fidelity Advisor Real Estate Fund Class A	Mutual Funds	—	—	$107K	0.6%
Fidelity Government Money Market Fund	Mutual Funds	—	—	$89K	0.5%
American Century Inflation-Adjusted Bond Fund	Other securities	—	—	$49K	0.3%
American Funds 2010 Target Date Retirement Fund Class R-3	Mutual Funds	—	—	$33K	0.2%
Franklin Utilities Fund Class A1	Mutual Funds	—	—	$18K	0.1%