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Original filing (PDF)20251014103326NAL0005438546001
HI-TECH ELECTRIC, INC.
Form 5500
FILING_RECEIVED
HI-TECH ELECTRIC, INC. SAVINGS AND INVESTMENT PLAN
401(k) retirement plan
Signals · 2
31% in single holdingNo recordkeeper disclosed
Active participants
181
Accounts w/ balance
226
Plan assets (EOY)
$34.5M
Net assets (EOY)
$34.5M
How this plan invests
This plan
2 pooled trusts
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
84
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Great Gray Trust Company AB US Large Cap Growth CIT Fund" is 31% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HI-TECH ELECTRIC, INC..
Plan sponsor
Name
HI-TECH ELECTRIC, INC.
EIN
76-0115454
Address
11116 W LITTLE YORK RD BLDG 8 · HOUSTON, TX · 770415024
Phone
(832) 243-0345
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Name
HI-TECH ELECTRIC, INC.
EIN
76-0115454
City
HOUSTON, TX
Phone
(832) 243-0345
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
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)
2F · ERISA section 404(c)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
SUTTON FROST CARY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS ADMINISTRATIVE SERVIC | 16-1503696 | — | NONE | $52K | — |
Investments
19 direct securities · 2 pooled funds· $34.5M(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.
Uncategorized
$23.6M
19 holdings
Common Collective Trust
$10.9M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AB US LARGE CAP GROWTH CIT WILMINGTON TRUST, N.A. · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $10.9M | 31.5% | |
| American Funds New Perspective R6 Fund | — | — | — | $5.1M | 14.7% | |
| Fidelity Investments Mid Cap Index Fund | — | — | — | $3.9M | 11.4% | |
| BlackRock iShares S&P 500 Index K Fund | — | — | — | $3.3M | 9.7% | |
| Fidelity Investments Puritan K6 Fund | — | — | — | $2.9M | 8.5% | |
| Fidelity Investments Small Cap Index Fund | — | — | — | $1.4M | 4.2% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $1.4M | 4.0% | |
| Vanguard Federal Money Market Fund | — | — | — | $1.3M | 3.9% | |
| T. Rowe Price Equity Income Fund | — | — | — | $1.3M | 3.8% | |
| Dodge & Cox Income Fund | — | — | — | $908K | 2.6% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $841K | 2.4% | |
| to 10.50%, generally due through 2046. | — | — | — | $557K | 1.6% | |
| Vanguard Target Retirement Income Fund | — | — | — | $334K | 1.0% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $102K | 0.3% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $59K | 0.2% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $45K | 0.1% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $44K | 0.1% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $30K | <0.1% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $28K | <0.1% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $9K | <0.1% | |
| HB&T SHORT TERM INCOME FUND HAND BENEFITS & TRUST COMPANY · EIN 74-2008758 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% |