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Original filing (PDF)20251030050420NAL0002707264001
HURRICANE CONSULTING, INC.
Form 5500
FILING_RECEIVED
HCI 401(K) PLAN
401(k) retirement plan
Signals · 1
~111 bps in Sched C fees
Active participants
281
Accounts w/ balance
302
Plan assets (EOY)
$6.7M
Net assets (EOY)
$6.7M
How this plan invests
This plan
1 pooled trust
Schedule D
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 111 bps in Schedule C fees — 114% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HURRICANE CONSULTING, INC..
Plan sponsor
Name
HURRICANE CONSULTING, INC.
EIN
65-0601088
Address
11325 RANDOM HILLS ROAD · SUITE 360 TEST · FAIRFAX, VA · 22030
Phone
(703) 587-7952
Industry
Professional & Technical Servicessee 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
2025-10-30
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
THE HAMAKER CPA GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $60K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 401K ADVISORS INC | 33-0905143 | — | INVESTMENT/FINANCIAL ADVI | $14K | — |
Investments
40 direct securities · 1 pooled fund· $6.4M(97% 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.
Registered Investment Companies
$6.4M
40 holdings
Common Collective Trust
$47K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $995K | 14.9% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $610K | 9.1% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $580K | 8.7% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $560K | 8.4% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $420K | 6.3% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $413K | 6.2% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $387K | 5.8% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $322K | 4.8% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $287K | 4.3% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $252K | 3.8% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $241K | 3.6% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $216K | 3.2% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $209K | 3.1% | |
| DOUBLELINE TOTAL RETURN BD R6 | Registered Investment Companies | — | — | $156K | 2.3% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $114K | 1.7% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $67K | 1.0% | |
| FIDELITY CONTRAFUND - K | Registered Investment Companies | — | — | $55K | 0.8% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $53K | 0.8% | |
| MORLEY STABLE VALUE - 25 I PRINCIPAL GLOBAL INV TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $47K | 0.7% | |
| JPM STRATEGIC INCOME OPPS R6 | Registered Investment Companies | — | — | $42K | 0.6% | |
| BLACKROCK TACT OPP K | Registered Investment Companies | — | — | $41K | 0.6% | |
| VANGUARD HEALTH CARE INDEX ADM | Registered Investment Companies | — | — | $38K | 0.6% | |
| LORD ABBETT DEVELOPING GR R6 | Registered Investment Companies | — | — | $36K | 0.5% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $36K | 0.5% | |
| T ROWE PRICE GROWTH STOCK I | Registered Investment Companies | — | — | $34K | 0.5% | |
| NUVEEN EMG MKTS DEBT R6 | Registered Investment Companies | — | — | $27K | 0.4% | |
| WASATCH INTERNATIONAL OPPS INS | Registered Investment Companies | — | — | $24K | 0.4% | |
| VAN FTSE ALL WLD EX US IDX ADM | Registered Investment Companies | — | — | $22K | 0.3% | |
| VIRTUS MID CAP VALUE EQ R6 | Registered Investment Companies | — | — | $20K | 0.3% | |
| MACQUARIE VALUE R6 | Registered Investment Companies | — | — | $19K | 0.3% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $17K | 0.3% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $17K | 0.3% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $15K | 0.2% | |
| VANGUARD SH TERM BD INDEX ADM | Registered Investment Companies | — | — | $13K | 0.2% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $10K | 0.2% | |
| TRPRICE INTL STOCK FD I | Registered Investment Companies | — | — | $9K | 0.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $9K | 0.1% | |
| VANGUARD MATERIALS INDEX ADM | Registered Investment Companies | — | — | $9K | 0.1% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $9K | 0.1% | |
| JPMORGAN HIGH YIELD R6 | Registered Investment Companies | — | — | $8K | 0.1% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $7K | 0.1% |
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