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Original filing (PDF)20251015132156NAL0006386272001
H&CO LLP
Form 5500
FILING_RECEIVED
H&CO LLP 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
184
Accounts w/ balance
146
Plan assets (EOY)
$5.0M
Net assets (EOY)
$5.0M
How this plan invests
This plan
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (31 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for H&CO LLP.
Plan sponsor
Name
H&CO LLP
EIN
47-2427769
Address
2320 PONCE DE LEON BOULEVARD · CORAL GABLES, FL · 33134
Phone
(305) 444-8800
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SMOLIN LUPIN & CO., LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $16K | — |
Investments
36 direct securities· $5.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| iShares Total US stock Market Index K Mutual Fund a | — | — | — | $657K | 13.2% | |
| Fidelity Total Industrial Index Fund Mutual Fund a | — | — | — | $402K | 8.1% | |
| Voya Index Solution 2055 Portfolio Z Mutual Fund a | — | — | — | $388K | 7.8% | |
| Voya Index Solution 2050 Portfolio Z Mutual Fund a | — | — | — | $381K | 7.6% | |
| American Funds Washington Mutual Investor Fund R6 Mutual Fund a | — | — | — | $373K | 7.5% | |
| Voya Index Solution 2045 Portfolio Z Mutual Fund a | — | — | — | $335K | 6.7% | |
| Voya Government Money Market Fund A Mutual Fund a 763 * Voya Large-Cap Growth Fund R6 Mutual Fund a | — | — | — | $324K | 6.5% | |
| Voya Index Solution 2040 Portfolio Z Mutual Fund a | — | — | — | $299K | 6.0% | |
| Voya Fixed Account, at Contract Value Guaranteed Interest Account a | — | — | — | $214K | 4.3% | |
| Voya Index Solution 2060 Portfolio Z Mutual Fund a | — | — | — | $179K | 3.6% | |
| T. Rowe Price Diversified Mid-Cap Growth Fund I Mutual Fund a | — | — | — | $171K | 3.4% | |
| Fidelity Advisors Total Bond Fund Z Mutual Fund a | — | — | — | $132K | 2.6% | |
| Vanguard Explorer Fund Admiral Mutual Fund a | — | — | — | $113K | 2.3% | |
| John Hancock Disciplined Value Mid Cap Fund R6 Mutual Fund a | — | — | — | $108K | 2.2% | |
| American Funds EuroPacific Growth Fund R6 Mutual Fund a | — | — | — | $102K | 2.0% | |
| Vanguard Balanced Index Fund Admiral Mutual Fund a | — | — | — | $99K | 2.0% | |
| Participant Loans Interest rates ranging Maturing through November 2034 from 4.25% to 9.50% - | — | — | — | $95K | 1.9% | |
| Voya Index Solution 2025 Portfolio Z Mutual Fund a | — | — | — | $93K | 1.9% | |
| Voya Index Solution 2065 Portfolio Z Mutual Fund a | — | — | — | $87K | 1.8% | |
| American Funds New Perspective Fund R6 Mutual Fund a | — | — | — | $81K | 1.6% | |
| Voya Index Solution 2035 Portfolio Z Mutual Fund a | — | — | — | $74K | 1.5% | |
| Vanguard Equity Income Fund Admiral Mutual Fund a | — | — | — | $59K | 1.2% | |
| Fidelity Small Cap Index Fund Mutual Fund a | — | — | — | $42K | 0.8% | |
| Voya Index Solution Income Portfolio Z Mutual Fund a | — | — | — | $38K | 0.8% | |
| Fidelity Mid Cap Index Fund Mutual Fund a | — | — | — | $26K | 0.5% | |
| DFA Real Estate Securities Portfolio Institutional Mutual Fund a | — | — | — | $25K | 0.5% | |
| Columbia Small Cap Value Fund II I3 Mutual Fund a | — | — | — | $20K | 0.4% | |
| Voya Index Solution 2030 Portfolio Z Mutual Fund a | — | — | — | $17K | 0.3% | |
| Vanguard Life Strategies Growth Fund Mutual Fund a | — | — | — | $15K | 0.3% | |
| Fidelity Emerging Markets Index Fund Mutual Fund a | — | — | — | $14K | 0.3% | |
| DFA Inflation-Protected Securities Portfolio Mutual Fund a | — | — | — | $9K | 0.2% | |
| PGIM Global Total Return Fund R6 Mutual Fund a | — | — | — | $7K | 0.1% | |
| Vanguard High Yield Corporate Fund Admiral Mutual Fund a | — | — | — | $6K | 0.1% | |
| Vanguard Life Strategies Moderate Growth Fund Mutual Fund a | — | — | — | $1K | <0.1% | |
| Vanguard Life Strategies Conservative Growth Fund Mutual Fund a | — | — | — | $1K | <0.1% | |
| Vanguard Life Strategies Income Fund Mutual Fund a | — | — | — | $1K | <0.1% |
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