Original filing (PDF)20250624090337NAL0010125696001

HODGE ENTERPRISES, INC.

Name: HODGE ENTERPRISES, INC. — HODGE ENTERPRISES, INC. 401(K) PLAN, Form 5500 (2024)
Creator: HODGE ENTERPRISES, INC.

Form 5500-SF

FILING_RECEIVED

HODGE ENTERPRISES, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HODGE ENTERPRISES, INC..

Plan sponsor

Name

HODGE ENTERPRISES, INC.

EIN

59-3336284

Address

3216 N GALLOWAY RD · LAKELAND, FL · 33810

Phone

(863) 858-2991

Industry

Plumbing, Heating, AC Contractors· Constructionsee 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

2025-06-24

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Plumbing, Heating, AC Contractors plans

ALWAYS READY REPAIR, INC.

ALWAYS READY REPAIR, INC. 401(K) PLAN

$1.5M · 16 participants

FLOW TECH PLUMBING & HEATING, INC.

FLOW TECH 401(K) PLAN

$1.5M · 67 participants

COMMERCIAL SERVICE INNOVATION, INC.

CSI 401(K) PLAN

$1.5M · 30 participants

SAN DIEGO MECHANICAL AND ENERGY INC DBA SAN DIEGO MECHANICAL ENERGY

SAN DIEGO MECHANICAL ENERGY 401(K)

$1.5M · 21 participants

GOPHER HEATING & AIR CONDITIONING, INC.

GOPHER HEATING & AIR CONDITIONING 401(K) PLAN