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Original filing (PDF)20251015171244NAL0005498929001
HILTY'S INTERNATIONAL, INC. DBA HILTY'S ELECTRICAL CONTRACTING
Form 5500
FILING_RECEIVED
HILTY'S INTERNATIONAL, INC. DBA HILTY'S ELECTRICAL CONTRACTING PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
~90 bps in Sched C feesNo recordkeeper disclosed
Active participants
355
Accounts w/ balance
473
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.8M
How this plan invests
This plan
31 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 90 bps in Schedule C fees — 73% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HILTY'S INTERNATIONAL, INC. DBA HILTY'S ELECTRICAL CONTRACTING.
Plan sponsor
Name
HILTY'S INTERNATIONAL, INC. DBA HILTY'S ELECTRICAL CONTRACTING
EIN
86-0995436
Address
16414 N. 91ST STREET, SUITE B-101 · SCOTTSDALE, AZ · 852601575
Phone
(480) 948-8234
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY BROKERAGE SERVICES LLC | — | SMITHFIELD, RI | BROKER | $17K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACTUARIES UNLIMITED, INC. | — | ENCINO, CA | THIRD PARTY ADMIN | $16K | — |
Investments
1 direct security · 31 pooled funds· $818K(22% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$809K
30 holdings
Uncategorized
$9K
1 holding
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREEDOM INDEX 2035 ADP · EIN 22-1467904 / PN 000 | Pooled Separate Account | — | — | $172K | 4.6% | |
| FID FREEDOM INDEX 2045 ADP · EIN 22-1467904 / PN 000 | Pooled Separate Account | — | — | $93K | 2.5% | |
| FID FREEDOM INDEX 2040 ADP · EIN 22-1467904 / PN 000 | Pooled Separate Account | — | — | $92K | 2.5% | |
| FID FREEDOM INDEX 2060 ADP · EIN 22-1467904 / PN 000 | Pooled Separate Account | — | — | $89K | 2.4% | |
| FID FREEDOM INDEX 2055 ADP · EIN 22-1467904 / PN 000 | Pooled Separate Account | — | — | $70K | 1.9% | |
| FID FREEDOM INDEX 2050 ADP · EIN 22-1467904 / PN 000 | Pooled Separate Account | — | — | $63K | 1.7% | |
| FID FREEDOM INDEX 2020 ADP · EIN 22-1467904 / PN 000 | Pooled Separate Account | — | — | $58K | 1.6% | |
| FID FREEDOM INDEX 2065 ADP · EIN 22-1467904 / PN 000 | Pooled Separate Account | — | — | $53K | 1.4% | |
| FID FREEDOM INDEX 2030 ADP · EIN 22-1467904 / PN 000 | Pooled Separate Account | — | — | $30K | 0.8% | |
| FID FREEDOM INDEX 2025 ADP · EIN 22-1467904 / PN 000 | Pooled Separate Account | — | — | $17K | 0.4% | |
| STATE ST EQUITY 500 INDEX ADP · EIN 22-1467904 / PN 000 | Pooled Separate Account | — | — | $12K | 0.3% | |
| Money market fund * Fidelity Gov't Cash Reserves Interest-bearing Deposit Account | — | — | $9K | $9K | 0.2% | |
| VANGUARD SMALL CAP INDEX ADP · EIN 22-1467904 / PN 000 | Pooled Separate Account | — | — | $6K | 0.1% | |
| AMF GROWTH FUND OF AMERICA ADP · EIN 22-1467904 / PN 000 | Pooled Separate Account | — | — | $5K | 0.1% | |
| VANGUARD MID CAP INDEX ADP · EIN 22-1467904 / PN 000 | Pooled Separate Account | — | — | $5K | 0.1% | |
| T. ROWE PRICE DIVIDEND ADP · EIN 22-1467904 / PN 000 | Pooled Separate Account | — | — | $5K | 0.1% | |
| JP MORGAN EQUITY INCOME FUND ADP · EIN 22-1467904 / PN 000 | Pooled Separate Account | — | — | $5K | 0.1% | |
| TIAA-CREF SC BLEND INDEX ADP · EIN 22-1467904 / PN 000 | Pooled Separate Account | — | — | $5K | 0.1% | |
| PRI REAL ESTATE SECURITIES ADP · EIN 22-1467904 / PN 000 | Pooled Separate Account | — | — | $5K | 0.1% | |
| BLACKROCK HIGH YIELD BOND ADP · EIN 22-1467904 / PN 000 | Pooled Separate Account | — | — | $5K | 0.1% | |
| T. ROWE PRICE OVERSEAS STOCK ADP · EIN 22-1467904 / PN 000 | Pooled Separate Account | — | — | $4K | 0.1% | |
| DFA COMMODITY STRAT PORT ADP · EIN 22-1467904 / PN 000 | Pooled Separate Account | — | — | $4K | 0.1% | |
| FID FREEDOM INDEX 2015 ADP · EIN 22-1467904 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| ISHARES MSCI EAFE INT'L INDEX ADP · EIN 22-1467904 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| VANGUARD EMG MKTS STOCK INDEX ADP · EIN 22-1467904 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| VANGUARD INTERMEDIATE TERM ADP · EIN 22-1467904 / PN 000 | Pooled Separate Account | — | — | $637 | <0.1% | |
| BLACKROCK TOTAL RETURN ADP · EIN 22-1467904 / PN 000 | Pooled Separate Account | — | — | $570 | <0.1% | |
| VANGUARD SM CAL VAL INDEX ADP · EIN 22-1467904 / PN 000 | Pooled Separate Account | — | — | $454 | <0.1% | |
| FID FREEDOM INDEX ADP · EIN 22-1467904 / PN 000 | Pooled Separate Account | — | — | $278 | <0.1% | |
| GS INFLATION PROTECTED SEC R6 ADP · EIN 22-1467904 / PN 000 | Pooled Separate Account | — | — | $110 | <0.1% | |
| MFS TOTAL RETURN ADP · EIN 22-1467904 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INVESCO STABLE ASSET ADP · EIN 22-1467904 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
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