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Original filing (PDF)20251008162503NAL0005820337001
HEARING LAB TECHNOLOGY, LLC
Form 5500
FILING_RECEIVED
HLT 401(K) PLAN
401(k) retirement plan
Active participants
699
Accounts w/ balance
462
Plan assets (EOY)
$21.2M
Net assets (EOY)
$21.2M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
80
Vendor stack
100
Participation health
80
Knocking points off
- 35 bps in Schedule C fees — modestly above peer band of 29 bps.
- 66% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEARING LAB TECHNOLOGY, LLC.
Plan sponsor
Name
HEARING LAB TECHNOLOGY, LLC
EIN
26-0492223
Address
14301 FAA BLVD. · SUITE 105 · FORT WORTH, TX · 76155
Phone
(469) 586-0423
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-10-08
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WHITLEY PENN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $55K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FOCUS 401(K) GROUP LLC | 47-1258840 | — | ADVISOR | $20K | — |
Investments
24 direct securities · 1 pooled fund· $21.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$20.8M
24 holdings
Common Collective Trust
$397K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth Fund | — | — | — | $3.4M | 16.1% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $2.9M | 13.9% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $1.9M | 9.0% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $1.7M | 7.9% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $1.6M | 7.6% | |
| Fidelity 500 Index Advantage Class | — | — | — | $1.3M | 5.9% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $1.0M | 4.9% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $1000K | 4.7% | |
| Fidelity Balanced Fund | — | — | — | $970K | 4.6% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $883K | 4.2% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $729K | 3.4% | |
| American Funds AF New Perspective R6 | — | — | — | $613K | 2.9% | |
| 10.50% with various due dates -0- | — | — | — | $481K | 2.3% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $465K | 2.2% | |
| CT STABLE GOVT I-0 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 058 | Common Collective Trust | — | — | $397K | 1.9% | |
| Vanguard Target Retirement Income | — | — | — | $351K | 1.7% | |
| Federated Total Retirement Bond IS | — | — | — | $318K | 1.5% | |
| Vanguard Midcap Value Index Admiral | — | — | — | $196K | 0.9% | |
| Fidelity Mid Cap Index Advantage Class | — | — | — | $186K | 0.9% | |
| American Funds AF Europac Growth R6 | — | — | — | $180K | 0.8% | |
| Massachusetts Financial Services MFS Mid Cap Growth R6 | — | — | — | $157K | 0.7% | |
| Vanguard Equity Income Admiral Shares | — | — | — | $156K | 0.7% | |
| Vanguard Explorer Admiral Shares | — | — | — | $140K | 0.7% | |
| Fidelity Small Cap Index Advantage Class | — | — | — | $119K | 0.6% | |
| American Century AM Century Small Cap Value R6 | — | — | — | $14K | <0.1% |
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