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Original filing (PDF)20251209125115NAL0003505233001
HDNET, LLC
Form 5500
FILING_RECEIVED
HDNET, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
Late filing · 0.8 mo
Active participants
111
Accounts w/ balance
80
Plan assets (EOY)
$6.5M
Net assets (EOY)
$6.5M
How this plan invests
This plan
13 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
97
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Filed 0.8 months past the 10.5-month grace window.
- 66 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HDNET, LLC.
Plan sponsor
Name
HDNET, LLC
EIN
75-2928263
Address
13791 EAST RICE PLACE · SUITE 103V · AURORA, CO · 80015
Phone
(703) 408-0222
Industry
All Other Professional Services· 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
2025-12-09
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)
Audit & trust (Schedule H)
Auditor
HAYNIE & COMPANY
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 | $9K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO, LLC | 84-4519624 | — | INVESTMENT/FINANCIAL ADVI | $34K | — |
Investments
13 direct securities · 13 pooled funds· $6.5M(100% 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.
Common Collective Trust
$4.3M
13 holdings
Registered Investment Companies
$2.2M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRINCIPAL LT HY 2035 Z PRINCIPAL GLOBAL INV TRUST · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.4M | 21.9% | |
| PUT LARGE CAP VAL TR IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $1.2M | 18.4% | |
| ALGER CAPITAL APPR INSTL Y | Registered Investment Companies | — | — | $625K | 9.6% | |
| MFS MID CAP GRTH 2W WILMINGTON TRUST COMPANY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $410K | 6.3% | |
| PRINCIPAL LT HY 2025 Z PRINCIPAL GLOBAL INV TRUST · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $400K | 6.1% | |
| FID 500 IND | Registered Investment Companies | — | — | $370K | 5.7% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $332K | 5.1% | |
| PRINCIPAL LT HY 2040 Z PRINCIPAL GLOBAL INV TRUST · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $272K | 4.2% | |
| INVESCO DISCOVERY R6 | Registered Investment Companies | — | — | $265K | 4.1% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $222K | 3.4% | |
| PGIM TOTAL RET BD R WILMINGTON TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $212K | 3.2% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $196K | 3.0% | |
| PUTNAM STABLE VALUE FUND 15 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $174K | 2.7% | |
| COHEN STEERS US REALTY RS SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $76K | 1.2% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $62K | 0.9% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $55K | 0.8% | |
| PRINCIPAL LT HY 2020 Z PRINCIPAL GLOBAL INV TRUST · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $52K | 0.8% | |
| AMF INFL LINKED BOND R6 | Registered Investment Companies | — | — | $51K | 0.8% | |
| PRINCIPAL LT HY 2030 Z PRINCIPAL GLOBAL INV TRUST · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $45K | 0.7% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $26K | 0.4% | |
| PRINCIPAL LT HY 2065 Z PRINCIPAL GLOBAL INV TRUST · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $11K | 0.2% | |
| COL SM CAP V FUND II I3 | Registered Investment Companies | — | — | $10K | 0.2% | |
| PRINCIPAL LT HY 2050 Z PRINCIPAL GLOBAL INV TRUST · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $10K | 0.2% | |
| PRINCIPAL LT HY 2045 Z PRINCIPAL GLOBAL INV TRUST · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $9K | 0.1% | |
| JOHN HANCOCK DISC VALUE MC R6 | Registered Investment Companies | — | — | $4K | <0.1% | |
| FID US BOND IND | Registered Investment Companies | — | — | $3K | <0.1% |
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