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Original filing (PDF)20251010142829NAL0004700403001
FOUR HANDS, LLC
Form 5500
FILING_RECEIVED
FOUR HANDS, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
676
Accounts w/ balance
395
Plan assets (EOY)
$30.0M
Net assets (EOY)
$30.0M
How this plan invests
This plan
19 pooled trusts
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 58% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FOUR HANDS, LLC.
Plan sponsor
Name
FOUR HANDS, LLC
EIN
47-5236926
Address
2090 WOODWARD ST · AUSTIN, TX · 787441016
Phone
(512) 600-3829
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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PRICEKUBECKA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE USSERY GROUP INC | 27-4463203 | — | INVESTMENT ADVISORY | $66K | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $8K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
16 direct securities · 19 pooled funds· $30.2M(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.
Common Collective Trust
$20.5M
14 holdings
Uncategorized
$7.4M
16 holdings
Pooled Separate Account
$2.3M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Adv Lev Co St A Fd Mutual Fund ** 279 * Fidelity Adv Growth Opp A Fund Mutual Fund | — | — | — | $4.5M | 15.0% | |
| PRIN LIFETIME HYB 2045 CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $4.1M | 13.6% | |
| PRIN LIFETIME HYB 2055 CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $4.1M | 13.5% | |
| PRIN LIFETIME HYB 2035 CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $3.5M | 11.8% | |
| PRIN LIFETIME HYB 2050 CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $3.4M | 11.3% | |
| PRIN LIFETIME HYB 2040 CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $2.1M | 7.1% | |
| PRIN LIFETIME HYB 2060 CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $1.4M | 4.7% | |
| PRIN LGCAP S&P 500 INDEX SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.0M | 3.4% | |
| American Funds New Ecnmy R4 Fd Mutual Fund | — | — | — | $643K | 2.1% | |
| Pimco Total Return A Fund Mutual Fund | — | — | — | $605K | 2.0% | |
| PRIN LIFETIME HYB 2030 CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $591K | 2.0% | |
| PRIN SMCAP S&P 600 INDEX SA-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $551K | 1.8% | |
| PRIN LIFETIME HYB 2065 CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $502K | 1.7% | |
| American Fds New World R4 Fund Mutual Fund | — | — | — | $406K | 1.4% | |
| PRINCIPAL STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $403K | 1.3% | |
| Notes receivable from participants Bearing interest at 4.25%-9.50% - | — | — | — | $292K | 1.0% | |
| PRIN MIDCAP S&P 400 IDX SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $265K | 0.9% | |
| PRIN EQUITY INCOME SA-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $253K | 0.8% | |
| PRIN LIFETIME HYB INC CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $232K | 0.8% | |
| Capital Appreciation Sep Acct + Pooled Separate Account | — | — | — | $231K | 0.8% | |
| PRIN CAPITAL APPR SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $231K | 0.8% | |
| Nb Mid Cap Grwth A Fund Mutual Fund | — | — | — | $224K | 0.7% | |
| Mfs Research Intl R3 Fund Mutual Fund | — | — | — | $177K | 0.6% | |
| Amer Funds Smcap World R4 Fund Mutual Fund | — | — | — | $127K | 0.4% | |
| PRIN LIFETIME HYB 2025 CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $90K | 0.3% | |
| Amer Beacon Sm Cp Val Inv Fd Mutual Fund | — | — | — | $54K | 0.2% | |
| (E) | — | — | $26K | $31K | 0.1% | |
| Pgim Jennison Small Co A Fd Mutual Fund | — | — | — | $31K | 0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $26K | <0.1% | |
| Exhibit B – Schedule of Delinquent Participant Contributions Participant Total that Constitute Nonexempt Prohibited Transactions Total Fully Contributions Corrected Under Transferred Late VFCP and PTE to Plan | — | — | — | $22K | <0.1% | |
| PRIN LIFETIME HYB 2020 CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $20K | <0.1% | |
| Late/Missed Year Contributions 2024 | — | — | — | $19K | <0.1% | |
| PRIN LIFETIME HYB 2015 CIT Z15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $9K | <0.1% | |
| Macquarie Large Cap Growth A F Mutual Fund | — | — | — | $1K | <0.1% | |
| (E) | — | — | $54K | $1K | <0.1% |
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