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Original filing (PDF)20250730131944NAL0002391763001
HOUFF TRANSFER, INC.
Form 5500
FILING_RECEIVED
RETIREMENT PLAN FOR HOUFF TRANSFER, INC.
401(k) retirement plan
Active participants
99
Accounts w/ balance
130
Plan assets (EOY)
$18.9M
Net assets (EOY)
$18.9M
Plan health score (directional)
86
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 53 bps in Schedule C fees — 84% above peer band of 29 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOUFF TRANSFER, INC..
Plan sponsor
Name
HOUFF TRANSFER, INC.
EIN
54-0486013
Address
P.O. BOX 220 · WEYERS CAVE, VA · 244860220
Phone
(540) 234-9233
Industry
Transportation & Warehousingsee 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
2025-07-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial 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
ELMORE HUPP & COMPANY PLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORRIS & WELLS WEALTH MANAGEMENT | 45-4627181 | — | NONE | $41K | — |
| JANNEY MONTGOMERY SCOTT LLC | 23-0731260 | — | NONE | $35K | — |
| ELMORE, HUPP & COMPANY, PLC | 54-1440048 | — | NONE | $13K | — |
| ACTUARIAL BENEFITS & DESIGN COMPANY | 54-1521351 | — | NONE | $12K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.