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Original filing (PDF)20250813145322NAL0004926755001
HIS COMPANY, INC.
Form 5500
FILING_RECEIVED
HISCO PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
298
Accounts w/ balance
515
Plan assets (EOY)
$24.6M
Net assets (EOY)
$24.0M
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
- 50 bps in Schedule C fees — 74% 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 HIS COMPANY, INC..
Plan sponsor
Name
HIS COMPANY, INC.
EIN
74-1697282
Address
6650 CONCORD PARK DRIVE · HOUSTON, TX · 77040
Phone
(713) 934-1700
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-08-13
Pension benefit codes
2E · Profit-sharing
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WEAVER AND TIDWELL, LLP.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSITION FINANCIAL STRATEGIES,LLC | — | CHARLOTTESVILLE, VA | RECORDKEEPER | $50K | — |
Legal counsel
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRYAN CAVE LEIGHTON PAISNER LLP | — | ATLANTA, GA | ATTORNEY | $47K | — |
| KROLL, LLC | — | CHICAGO, IL | ATTORNEY | $26K | — |
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.
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