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Original filing (PDF)20251015183246NAL0011042130001
HCI SYSTEMS, INC.
Form 5500
FILING_RECEIVED
HCI SYSTEMS, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
910
Accounts w/ balance
802
Plan assets (EOY)
$22.2M
Net assets (EOY)
$22.2M
How this plan invests
This plan
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
87
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "American Funds American Funds American Balanced R6" is 26% of plan.
- 72 bps in Schedule C fees — 149% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HCI SYSTEMS, INC..
Plan sponsor
Name
HCI SYSTEMS, INC.
EIN
26-1656639
Address
1354 SOUTH PARKSIDE PLACE · ONTARIO, CA · 91761
Phone
(909) 628-7773
Industry
Constructionsee 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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4177100 | — | RECORDKEEPER | $45K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ECONOMIC GROUP PENSION SVCS | — | NEW YORK, NY | TPA | $58K | — |
| EGPS, INC. | — | FRANKLIN SQUARE, NY | TPA | $249 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GOLDEN STATE WEALTH MANAGEMENT, LLC | 46-3329328 | SANTA ANA, CA | OTHERS | $57K | — |
Investments
39 direct securities· $21.6M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds American Balanced R6 | — | — | — | $5.5M | 24.9% | |
| Vanguard 500 Index Admiral | — | — | — | $1.7M | 7.6% | |
| American Funds American Funds 2030 Target Date Retirement | — | — | — | $1.5M | 6.7% | |
| American Funds American Funds 2050 Target Date Retirement | — | — | — | $1.5M | 6.6% | |
| Nationwide Life Insurance Company Nationwide Fixed Select Option | — | — | — | $1.2M | 5.2% | |
| American Funds American Funds 2040 Target Date Retirement | — | — | — | $956K | 4.3% | |
| Vanguard Growth Index | — | — | — | $741K | 3.3% | |
| Participant Loans to participants bearing interest from 4.25% to 9.50% | — | — | — | $625K | 2.8% | |
| Vanguard Equity Income | — | — | — | $622K | 2.8% | |
| American Funds American Funds 2060 Target Date Retirement | — | — | — | $608K | 2.7% | |
| American Funds American Funds 2045 Target Date Retirement | — | — | — | $601K | 2.7% | |
| American Funds American Funds 2055 Target Date Retirement | — | — | — | $525K | 2.4% | |
| Vanguard Information Technology Index | — | — | — | $492K | 2.2% | |
| Principal Midcap S&P 400 | — | — | — | $453K | 2.0% | |
| American Funds American Funds 2035 Target Date Retirement | — | — | — | $415K | 1.9% | |
| Vanguard Small Cap Value | — | — | — | $409K | 1.8% | |
| American Funds American Funds 2065 Target Date Retirement | — | — | — | $366K | 1.6% | |
| Principal Smallcap S&P 600 | — | — | — | $347K | 1.6% | |
| Vanguard Intermediate Bond Index | — | — | — | $333K | 1.5% | |
| Franklin Small-Mid Cap Growth | — | — | — | $314K | 1.4% | |
| Dodge & Cox Dodge & Cox International Stock Fund Class I ** 635 Franklin Small Cap Growth R6 | — | — | — | $299K | 1.3% | |
| American Funds American Funds 2015 Target Date Retirement ** 138 American Funds American Funds 2020 Target Date Retirement | — | — | — | $227K | 1.0% | |
| Invesco Gold and Special Minerals | — | — | — | $218K | 1.0% | |
| PGIM High Yield R6 | — | — | — | $214K | 1.0% | |
| Vanguard International Growth | — | — | — | $205K | 0.9% | |
| American Funds American Funds Growth and Income R6 | — | — | — | $197K | 0.9% | |
| Vanguard Mid Cap Value Index | — | — | — | $162K | 0.7% | |
| Vanguard Developed Markets Index | — | — | — | $154K | 0.7% | |
| Vanguard Materials Index | — | — | — | $148K | 0.7% | |
| Vanguard Real Estate Index | — | — | — | $136K | 0.6% | |
| American Funds American Funds 2010 Target Date Retirement | — | — | — | $113K | 0.5% | |
| DFA Inflation-Protected Securities | — | — | — | $95K | 0.4% | |
| Vanguard Emerging Markets Index | — | — | — | $67K | 0.3% | |
| American Funds American Funds 2025 Target Date Retirement | — | — | — | $63K | 0.3% | |
| American Funds American Funds Small Cap World R6 | — | — | — | $56K | 0.3% | |
| TIAA-CREF Lifecycle Index Retirement Income | — | — | — | $45K | 0.2% | |
| DFA International Value | — | — | — | $38K | 0.2% | |
| DFA Real Estate Securities | — | — | — | $7K | <0.1% | |
| Buffalo International Retail Buf Intl Rtl | — | — | — | $2K | <0.1% |
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