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Original filing (PDF)20251015142731NAL0004832817001
H.O.T. GRAPHIC SERVICES, INC.
Form 5500
FILING_RECEIVED
H.O.T. AND EMI 401(K) PLAN
401(k) retirement plan
Active participants
116
Accounts w/ balance
106
Plan assets (EOY)
$7.0M
Net assets (EOY)
$7.0M
How this plan invests
This plan
1 pooled trust
Schedule D
30 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 (7 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for H.O.T. GRAPHIC SERVICES, INC..
Plan sponsor
Name
H.O.T. GRAPHIC SERVICES, INC.
EIN
34-1337594
Address
2595 TRACY COURT · NORTHWOOD, OH · 43619
Phone
(419) 242-7000
Industry
Manufacturingsee 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
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
UHY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENVESTNET RETIREMENT SOLUTIONS, LLC | — | DENVER, CO | OTHER | $3K | — |
Investments
30 direct securities · 1 pooled fund· $13.6M(100% 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.
Uncategorized
$7.0M
30 holdings
Pooled Separate Account
$6.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FUTUREFUNDS SERIES ACCOUNT II OF GR EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $6.6M | 95.0% | |
| American Funds Growth Fund of Amer R3 | — | — | — | $942K | 13.5% | |
| Empower Moderate Profile Fund INV | — | — | — | $892K | 12.8% | |
| JPMorgan Large Cap Growth A | — | — | — | $744K | 10.6% | |
| Empower Aggressive Profile Fund INV | — | — | — | $514K | 7.4% | |
| Empower S&P 500 Index Fund INV | — | — | — | $513K | 7.3% | |
| Empower T Rowe Price MDCP GR Fund INV | — | — | — | $456K | 6.5% | |
| American Funds Capital World G/I R3 | — | — | — | $356K | 5.1% | |
| Baron Small Cap Fund | — | — | — | $288K | 4.1% | |
| Empower Guaranteed Portfolio Fund | — | — | — | $252K | 3.6% | |
| Empower Lifetime 2055 Fund SVC | — | — | — | $219K | 3.1% | |
| Empower Secure Foundation Balanced SVC | — | — | — | $205K | 2.9% | |
| Empower S&P Midcap 400 Index Fund INV | — | — | — | $202K | 2.9% | |
| Virtus Ceredex Mid-Cap Value Equity I | — | — | — | $196K | 2.8% | |
| Empower Lifetime 2035 Fund SVC | — | — | — | $178K | 2.5% | |
| Empower Conservative Profile Fund INV | — | — | — | $164K | 2.3% | |
| Empower Lifetime 2045 Fund SVC | — | — | — | $143K | 2.1% | |
| BNY Mellon Dynamic Value A | — | — | — | $137K | 2.0% | |
| Invesco Developing Markets A | — | — | — | $104K | 1.5% | |
| Participant loans | — | — | — | $98K | 1.4% | |
| American Funds Europacific Growth R3 | — | — | — | $81K | 1.2% | |
| Empower S&P 600 Index Fund INV | — | — | — | $79K | 1.1% | |
| Macquarie Small Cap Core A | — | — | — | $67K | 1.0% | |
| Pimco Total Return Admin | — | — | — | $46K | 0.7% | |
| Empower US Government Securities Fund INV | — | — | — | $45K | 0.6% | |
| Columbia Large Cap Value A | — | — | — | $28K | 0.4% | |
| Virtus Duff & Phelps Real Estate SEC A | — | — | — | $12K | 0.2% | |
| Empower Multi-Sector Bond INV | — | — | — | $11K | 0.2% | |
| Empower Small Cap Value INV | — | — | — | $11K | 0.2% | |
| Empower Lifetime 2015 Fund SVC | — | — | — | $4K | <0.1% | |
| Empower Lifetime 2025 Fund SVC | — | — | — | $2K | <0.1% |
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