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Original filing (PDF)20251009164657NAL0011914592001
HC SERVICES LLC
Form 5500
FILING_RECEIVED
HC SERVICES LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
118
Accounts w/ balance
343
Plan assets (EOY)
$17.5M
Net assets (EOY)
$17.5M
How this plan invests
This plan
25 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
- 55 bps in Schedule C fees — 90% 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 HC SERVICES LLC.
Plan sponsor
Name
HC SERVICES LLC
EIN
61-1686206
Address
9821 KATY FREEWAY · SUITE 800 · HOUSTON, TX · 77024
Phone
(713) 980-6200
Industry
Mining, Quarrying, Oil & Gassee 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
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
EEPB
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORP | 35-1140070 | — | SERVICE PROVIDER | $97K | — |
Investments
25 direct securities· $17.5M(100% of reported assets)
Uncategorized
$17.1M
23 holdings
Guaranteed Income / GIC
$231K
1 holding
Mutual Funds
$181K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 | — | — | — | $2.8M | 16.0% | |
| Vanguard Target Retirement 2045 | — | — | — | $2.8M | 15.8% | |
| Vanguard Target Retirement 2055 | — | — | — | $1.9M | 10.7% | |
| Vanguard Target Retirement 2060 | — | — | — | $1.6M | 9.0% | |
| Vanguard Target Retirement 2040 | — | — | — | $1.3M | 7.4% | |
| Vanguard Growth Index Cl Admiral | — | — | — | $1.1M | 6.5% | |
| Vanguard Target Retirement 2035 | — | — | — | $949K | 5.4% | |
| Vanguard Target Retirement 2030 | — | — | — | $870K | 5.0% | |
| Vanguard 500 Index Admiral Shares | — | — | — | $755K | 4.3% | |
| Vanguard Target Retirement 2020 | — | — | — | $439K | 2.5% | |
| Vanguard Extended Market Index Admiral Shares | — | — | — | $429K | 2.4% | |
| Vanguard Target Retirement 2025 | — | — | — | $406K | 2.3% | |
| Dodge & Cox Dodge & Cox International Stock Fund | — | — | — | $373K | 2.1% | |
| Virtus KAR Small-Cap Growth Fund Class R6 | — | — | — | $301K | 1.7% | |
| Vanguard Target Retirement 2065 | — | — | — | $289K | 1.6% | |
| Victory Sophus Emerging Markets Class Y | — | — | — | $278K | 1.6% | |
| * Lincoln Stable Value Account- LNTPA | Guaranteed Income / GIC | — | — | $231K | 1.3% | |
| Participant loans*** 4.25%-9.50% with maturity dates through 2048 -0- | — | — | — | $183K | 1.0% | |
| American Beacon American Beacon Small Cap Value Inst Class | Mutual Funds | — | — | $181K | 1.0% | |
| Vanguard Value Index Cl Admiral | — | — | — | $152K | 0.9% | |
| Western Asset Core Plus Bond Cl Is | — | — | — | $103K | 0.6% | |
| Dodge & Cox Dodge & Cox Balanced | — | — | — | $58K | 0.3% | |
| Fidelity Advisor Strategic Income Class I | — | — | — | $50K | 0.3% | |
| Vanguard Target Retirement 2070 | — | — | — | $15K | <0.1% | |
| Vanguard Target Retirement Income Investor Shares | — | — | — | $6K | <0.1% |
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