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Original filing (PDF)20250918051024NAL0001611234001
HURRICANE ELECTRIC
Form 5500
FILING_RECEIVED
HURRICANE ELECTRIC 401K PLAN
401(k) retirement plan
Signals · 1
27% in single holding
Active participants
118
Accounts w/ balance
119
Plan assets (EOY)
$14.6M
Net assets (EOY)
$14.6M
How this plan invests
This plan
7 pooled trusts
Schedule D
20 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
86
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "STATE ST S&P 500 IDX IX" is 27% of plan.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HURRICANE ELECTRIC.
Plan sponsor
Name
HURRICANE ELECTRIC
EIN
27-1898920
Address
760 MISSION COURT · FREMONT, CA · 94539
Phone
(510) 580-4187
Industry
Information / Tech / Mediasee 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
2025-09-18
Pension benefit codes
2E · Profit-sharing
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)
Audit & trust (Schedule H)
Auditor
SENSIBA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
13 direct securities · 7 pooled funds· $14.5M(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.
Common Collective Trust
$8.1M
7 holdings
Registered Investment Companies
$6.4M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $3.9M | 26.9% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $1.5M | 10.1% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $947K | 6.5% | |
| FRANKLIN RISING DIVIDENDS - A | Registered Investment Companies | — | — | $939K | 6.4% | |
| T. ROWE PRICE BLUE CHIP GR - R | Registered Investment Companies | — | — | $864K | 5.9% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $844K | 5.8% | |
| VIRTUS SILVANT FOCUSED GR A | Registered Investment Companies | — | — | $779K | 5.3% | |
| HARTFORD INTERNATIONAL OPP R4 | Registered Investment Companies | — | — | $763K | 5.2% | |
| PIMCO TOTAL RETURN FUND - A | Registered Investment Companies | — | — | $676K | 4.6% | |
| VIRTUS NFJ SC VALUE A | Registered Investment Companies | — | — | $500K | 3.4% | |
| STATE ST MOD STR BAL SLS VII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 385 | Common Collective Trust | — | — | $473K | 3.2% | |
| GS MID CAP GROWTH A | Registered Investment Companies | — | — | $451K | 3.1% | |
| NEUBERGER BERMAN LGCAP VAL ADV | Registered Investment Companies | — | — | $415K | 2.8% | |
| STATE ST AGG STR BAL SLS VII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 386 | Common Collective Trust | — | — | $281K | 1.9% | |
| DWS GLOBAL HIGH INCOME S | Registered Investment Companies | — | — | $250K | 1.7% | |
| TEMPLETON GROWTH - R | Registered Investment Companies | — | — | $217K | 1.5% | |
| VICTORY RS SMALL CAP GROWTH A | Registered Investment Companies | — | — | $209K | 1.4% | |
| AMC DISCIPLINED CORE VALUE A | Registered Investment Companies | — | — | $187K | 1.3% | |
| PUTNAM LARGE CAP VALUE A | Registered Investment Companies | — | — | $180K | 1.2% | |
| STATE ST CONS STR BAL SLS VII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 384 | Common Collective Trust | — | — | $150K | 1.0% |
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