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Original filing (PDF)20251014060928NAL0002201441001
HUDDL3 GROUP
Form 5500
FILING_RECEIVED
HUDDL3 GROUP 401K PLAN
401(k) retirement plan
Active participants
1,047
Accounts w/ balance
571
Plan assets (EOY)
$35.9M
Net assets (EOY)
$35.9M
How this plan invests
This plan
5 pooled trusts
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
65
Vendor stack
100
Participation health
80
Knocking points off
- 44 bps in Schedule C fees — 51% above peer band of 29 bps.
- 55% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HUDDL3 GROUP.
Plan sponsor
Name
HUDDL3 GROUP
EIN
85-2208820
Address
1775 FLIGHT WAY · SUITE 100 · TUSTIN, CA · 92782
Phone
(949) 268-4017
Industry
Admin Support & Waste Mgmtsee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WERTZ AND COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $85K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WERTZ & COMPANY | 02-0639624 | — | ACCOUNTANT | $12K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $60K | — |
Investments
16 direct securities · 5 pooled funds· $35.4M(99% 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.
Registered Investment Companies
$27.9M
16 holdings
Common Collective Trust
$7.5M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $6.5M | 18.1% | |
| JPMORGAN US RSCH ENHANCED EQ R | Registered Investment Companies | — | — | $3.7M | 10.4% | |
| GS SV COL TR INSTL SER 1 GOLDMAN SACHS TRUST COMPANY · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $3.4M | 9.5% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $2.7M | 7.5% | |
| NUVEEN LC INDEX 2020 R6 | Registered Investment Companies | — | — | $2.4M | 6.6% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $2.0M | 5.6% | |
| NUV LIFECYCLE IDX RET INC R6 | Registered Investment Companies | — | — | $1.8M | 4.9% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $1.6M | 4.6% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $1.6M | 4.6% | |
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $1.3M | 3.7% | |
| NB SM CAP GR GG TRUST R WILMINGTON TRUST COMPANY · EIN 38-4139860 / PN 637 | Common Collective Trust | — | — | $1.3M | 3.5% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $1.2M | 3.2% | |
| PUT LARGE CAP VAL TR I PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $1.1M | 3.1% | |
| JAN HEND ENTERPRISE CF III WILMINGTON TRUST COMPANY · EIN 38-7289853 / PN 001 | Common Collective Trust | — | — | $994K | 2.8% | |
| JPMORGAN SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $920K | 2.6% | |
| GGT FID AM CP FI CIT U WILMINGTON TRUST COMPANY · EIN 38-7275325 / PN 001 | Common Collective Trust | — | — | $780K | 2.2% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $644K | 1.8% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $541K | 1.5% | |
| PUTNAM INTERNATIONAL VALUE R6 | Registered Investment Companies | — | — | $404K | 1.1% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $355K | 1.0% | |
| FID US BOND IND | Registered Investment Companies | — | — | $195K | 0.5% |
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