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Original filing (PDF)20251010144946NAL0004721315001
HOUSTON FOOD BANK
Form 5500
FILING_RECEIVED
HFB 401(K) PLAN
401(k) retirement plan
Active participants
404
Accounts w/ balance
401
Plan assets (EOY)
$11.4M
Net assets (EOY)
$11.4M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOUSTON FOOD BANK.
Plan sponsor
Name
HOUSTON FOOD BANK
EIN
74-2181456
Address
535 PORTWALL ST. · HOUSTON, TX · 77029
Phone
(713) 547-8613
Industry
Transportation & Warehousingsee 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
2025-10-10
Pension benefit codes
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)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $38K | — |
Investments
23 direct securities · 1 pooled fund· $10.9M(96% 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.
Uncategorized
$8.9M
22 holdings
Mutual Funds
$1.9M
1 holding
Common Collective Trust
$85K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AF TRGT DATE 2040 R6 93,617 shares | Mutual Funds | — | $94K | $1.9M | 16.9% | |
| AF TRGT DATE 2025 R6 126,093 shares | — | — | $126K | $1.9M | 16.9% | |
| AF TRGT DATE 2045 R6 58,835 shares | — | — | $59K | $1.2M | 11.0% | |
| AF TRGT DATE 2055 R6 45,571 shares | — | — | $46K | $1.2M | 10.6% | |
| AF TRGT DATE 2030 R6 54,234 shares | — | — | $54K | $938K | 8.3% | |
| AF TRGT DATE 2035 R6 48,761 shares | — | — | $49K | $928K | 8.2% | |
| AF TRGT DATE 2060 R6 39,699 shares | — | — | $40K | $712K | 6.3% | |
| AF TRGT DATE 2050 R6 31,052 shares | — | — | $31K | $649K | 5.7% | |
| AF TRGT DATE 2020 R6 27,588 shares | — | — | $28K | $371K | 3.3% | |
| FID 500 INDEX 1,106 shares | — | — | $1K | $226K | 2.0% | |
| varying maturity dates through 2029 | — | — | — | $161K | 1.4% | |
| FID US BOND IDX 10,595 shares | — | — | $11K | $108K | 1.0% | |
| DFA LARGE CAP INTL I 3,389 shares | — | — | $3K | $91K | 0.8% | |
| INVESCO STABLE VAL I INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | $85K | $85K | 0.7% | |
| NB MID CAP GROWTH R6 4,356 shares | — | — | $4K | $75K | 0.7% | |
| FID SM CAP IDX 2,420 shares | — | — | $2K | $67K | 0.6% | |
| FID SMALL CAP GROWTH 1,543 shares | — | — | $2K | $52K | 0.5% | |
| MFS MA INV GR STK R6 1,116 shares | — | — | $1K | $49K | 0.4% | |
| AF TRGT DATE 2065 R6 1,865 shares | — | — | $2K | $33K | 0.3% | |
| FID MID CAP IDX 908 shares | — | — | — | $31K | 0.3% | |
| MFS MID CAP VALUE R6 809 shares | — | — | — | $26K | 0.2% | |
| MGL SMCP VAL R6 222 shares | — | — | — | $16K | 0.1% | |
| MFS VALUE R6 172 shares | — | — | — | $8K | <0.1% | |
| AF BALANCED R6 68 shares | — | — | — | $2K | <0.1% |
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