Original filing (PDF)20251014103537NAL0001242211001

HOIST & CRANE SERVICE GROUP, INC.

Name: HOIST & CRANE SERVICE GROUP, INC. — HOIST & CRANE SERVICE GROUP, INC. 401K RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: HOIST & CRANE SERVICE GROUP, INC.

Form 5500

FILING_RECEIVED

HOIST & CRANE SERVICE GROUP, INC. 401K RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

447

Accounts w/ balance

560

Plan assets (EOY)

$20.1M

Net assets (EOY)

$20.1M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOIST & CRANE SERVICE GROUP, INC..

Plan sponsor

Name

HOIST & CRANE SERVICE GROUP, INC.

EIN

72-0961967

Address

4920 JEFFERSON HWY · JEFFERSON, LA · 70121

Phone

(504) 733-5881

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-02-29

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$26K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STOKES FAMILY OFFICE LLC	83-3656874	—	ADVISOR	$20K	—

Investments

1 pooled fund· $236K(1% 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.