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Original filing (PDF)20251009143821NAL0015806978001
HUNGRY HOWIE'S DISTRIBUTING, INC.
Form 5500
FILING_RECEIVED
HUNGRY HOWIE'S DISTRIBUTING, INC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
196
Accounts w/ balance
196
Plan assets (EOY)
$12.4M
Net assets (EOY)
$12.4M
How this plan invests
This plan
24 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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 61 bps in Schedule C fees — 112% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HUNGRY HOWIE'S DISTRIBUTING, INC..
Plan sponsor
Name
HUNGRY HOWIE'S DISTRIBUTING, INC.
EIN
38-2684876
Address
30300 STEPHENSON HIGHWAY · MADISON HEIGHTS, MI · 48071
Phone
(248) 414-3326
Industry
Wholesale Tradesee 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
2025-10-09
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE MORAN, PLLC'S
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $47K | — |
| UBS FINANCIAL SERVICES, INC | — | NEW YORK, NY | NONE | $29K | — |
Investments
24 direct securities· $12.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Franklin Rising Dividends A Franklin 0 | — | — | — | $2.5M | 20.2% | |
| Nuveen Winslow Large-Cap Growth ESG I Nuveen 0 | — | — | — | $1.3M | 10.7% | |
| BlackRock 60/40 Target Alloc K BlackRock 0 | — | — | — | $1.1M | 9.1% | |
| Empower Guaranteed Income Fund Empower 0 | — | — | — | $1.0M | 8.3% | |
| DWS S&P 500 Index Fund A DWS 0 | — | — | — | $823K | 6.7% | |
| American Funds American Balanced R4 American Funds 0 | — | — | — | $818K | 6.6% | |
| (CL) Principal MidCap Fund R5 Principal 0 | — | — | — | $697K | 5.6% | |
| PIMCO StocksPLUS Absolute Return A PIMCO 0 | — | — | — | $564K | 4.6% | |
| BlackRock 80/20 Target Alloc K BlackRock 0 | — | — | — | $551K | 4.5% | |
| American Funds New Economy R4 American Funds 0 | — | — | — | $540K | 4.4% | |
| Invesco Diversified Dividend A Invesco 0 | — | — | — | $530K | 4.3% | |
| JPMorgan Small & Mid Cap Enh Eqty ETF JPMorgan 0 | — | — | — | $429K | 3.5% | |
| PIMCO StocksPLUS Small A PIMCO 0 | — | — | — | $416K | 3.4% | |
| Thornburg International Growth R5 Thornburg 0 | — | — | — | $311K | 2.5% | |
| Lord Abbett Income A Lord Abbett 0 | — | — | — | $161K | 1.3% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $145K | 1.2% | |
| American Eupac R4 American Funds 0 | — | — | — | $123K | 1.0% | |
| PGIM High Yield CL Z PGIM 0 | — | — | — | $96K | 0.8% | |
| BlackRock Global Dividend Inst BlackRock 0 | — | — | — | $59K | 0.5% | |
| PIMCO Real Return A PIMCO 0 | — | — | — | $55K | 0.4% | |
| Federated Hermes Mdt Sm Cap Cr IS Federated 0 | — | — | — | $48K | 0.4% | |
| Invesco Global Real Estate Income A Invesco 0 | — | — | — | $14K | 0.1% | |
| BlackRock 40/60 Target Alloc K BlackRock 0 | — | — | — | $2K | <0.1% | |
| BlackRock 20/80 Target Alloc K BlackRock 0 | — | — | — | $1K | <0.1% |
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