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Original filing (PDF)20251014120502NAL0001348803001
HOOK STUDIOS LLC
Form 5500
FILING_RECEIVED
HOOK STUDIOS LLC 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
102
Accounts w/ balance
139
Plan assets (EOY)
$12.0M
Net assets (EOY)
$12.0M
How this plan invests
This plan
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (11 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOOK STUDIOS LLC.
Plan sponsor
Name
HOOK STUDIOS LLC
EIN
30-0349758
Address
106 N 4TH AVE · ANN ARBOR, MI · 48104
Phone
(734) 929-2631
Industry
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EDWARDS, ELLIS & ASSOCIATES, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | RECORDKEEPER | $11K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREAT LAKES PENSION ASSOCIATES, INC | 38-2438760 | — | THIRD PARTY ADMINISTRATO | $2K | — |
Investments
21 direct securities· $12.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm 5,188.766 shares N/A | — | — | — | $2.8M | 23.5% | |
| Vanguard Target Retirement 2055 Fund N/A | — | — | — | $2.6M | 21.5% | |
| Vanguard Intl Target Retirement 2045 N/A | — | — | — | $1.5M | 12.2% | |
| Vanguard Growth Index Adm N/A | — | — | — | $1.4M | 11.7% | |
| Vanguard Intl Target Retirement 2060 N/A | — | — | — | $1.1M | 9.3% | |
| Vanguard Target Retirement 2050 Fund N/A | — | — | — | $963K | 8.0% | |
| Vanguard Intl Target Retirement 2065 N/A | — | — | — | $263K | 2.2% | |
| Vanguard Mid Cap Index Adm N/A | — | — | — | $240K | 2.0% | |
| Vanguard Value Index Adm 2,748.507 share N/A | — | — | — | $182K | 1.5% | |
| Vanguard Total Intl Stock Index Adm N/A | — | — | — | $181K | 1.5% | |
| Vanguard Target Retirement 2040 Fund N/A | — | — | — | $180K | 1.5% | |
| Vanguard Small-Cap Growth Index Adm N/A | — | — | — | $153K | 1.3% | |
| Vanguard Balanced Index Adm N/A | — | — | — | $104K | 0.9% | |
| Vanguard Emerging Mks Stock Idx Adm N/A | — | — | — | $81K | 0.7% | |
| Vanguard Real Estate Index Adm N/A | — | — | — | $78K | 0.7% | |
| Vanguard Small-Cap Index Adm N/A | — | — | — | $51K | 0.4% | |
| Vanguard Intl Target Retirement 2035 N/A | — | — | — | $46K | 0.4% | |
| Vanguard Total Bond Market Index Adm N/A | — | — | — | $35K | 0.3% | |
| Vanguard Federal Money Market Inv N/A | — | — | — | $26K | 0.2% | |
| Vanguard S-T Infl-Prot Sec Idx Adm N/A | — | — | — | $16K | 0.1% | |
| Vanguard Small-Cap Index Adm N/A | — | — | — | $14K | 0.1% |