How big is HOAK and Co.'s plan?

HOAK and Co.'s plan reported $2.8M in assets and 7 participants for 2024.

Original filing (PDF)20250515131208NAL0019554593001

HOAK and Co.

Name: HOAK and Co. — HOAK and Co. 401(k) Plan, Form 5500 (2024)
Creator: HOAK and Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HOAK and Co. 401(k) Plan

401(k) retirement plan · HOAK and Co.'s HOAK and Co. 401(k) Plan held $2.8M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan identifiers

HOAK and Co.'s EIN is 75-2574026.

EIN 75-2574026

Plan number 001

Plan year 2024

ACK ID 20250515131208NAL0019554593001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for HOAK and Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

HOAK and Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

HOAK AND CO.

EIN

all filings

Address

3963 MAPLE AVENUE, SUITE 450 · DALLAS, TX · 75219

Phone

(214) 855-2282

Industry

Finance & Insurance

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

2025-05-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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