· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
HUPP ASSOCIATES, INC. — HUPP ASSOCIATES, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250210182718NAL0035752418001
HUPP ASSOCIATES, INC.
Form 5500-SF
FILING_RECEIVED
HUPP ASSOCIATES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
37
Accounts w/ balance
35
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HUPP ASSOCIATES, INC.
.
Find decision makers
Plan sponsor
Name
HUPP ASSOCIATES, INC.
EIN
35-1491760
Address
1690 SUMMIT ST SUITE B · NEW HAVEN, IN · 46774
Phone
(260) 748-8282
Industry
Wholesale Trade
see 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
2025-02-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Wholesale Trade plans
INTERDYNE CORP
INTERDYNE CORP 401(K) PLAN
$1.8M · 3 participants
ALARIS AEROSPACE SYSTEMS LLC
ALARIS AEROSPACE SYSTEMS LLC 401K PLAN
$1.8M · 70 participants
GENERAL FIRE & SAFETY EQUIPMENT COM PANY OF OMAHA, INC.
GENERAL FIRE & SAFETY EQUIPMENT COMPANY OF OMAHA, INC. 401(K) PLAN
$1.8M · 49 participants
BAYCREST INTERNATIONAL INC
BAYCREST INTERNATIONAL INC 401K PLAN AND TRUST
$1.9M · 6 participants
GUNDRY SALES & MARKETING, INC.
GUNDRY SALES & MARKETING 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.9M · 8 participants
BRAND MAKERS, LLC
BRAND MAKERS, LLC 401(K) PLAN
$1.8M · 38 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants
