Back to filter
Original filing (PDF)20251014190119NAL0003536817001
HOTSTART, INC.
Form 5500
FILING_RECEIVED
HOTSTART, INC. 401(K) AND PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
27% in single holding
Active participants
218
Accounts w/ balance
326
Plan assets (EOY)
$56.2M
Net assets (EOY)
$56.2M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "s * Fidelity 500 Index Registered investment company" is 27% of plan.
Helping the score
- Below-peer total fees (0 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOTSTART, INC..
Plan sponsor
Name
HOTSTART, INC.
EIN
91-0683702
Address
5723 E. ALKI · SPOKANE VALLEY, WA · 99211
Phone
(509) 534-6171
Industry
Manufacturingsee 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
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $0 | — |
Investments
33 direct securities· $56.2M(100% of reported assets)
Uncategorized
$40.8M
32 holdings
Mutual Funds
$15.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Fidelity 500 Index Registered investment company | Mutual Funds | — | — | $15.4M | 27.4% | |
| HARBOR CAP APP ADM Registered investment company | — | — | — | $10.3M | 18.3% | |
| TRP Blue Chip Grth Registered investment company | — | — | — | $6.8M | 12.1% | |
| MFS MID CAP GRTH R3 Registered investment company | — | — | — | $4.2M | 7.4% | |
| JH Balanced T Registered investment company | — | — | — | $3.4M | 6.1% | |
| FA Intl CAP APP Registered investment company | — | — | — | $2.0M | 3.5% | |
| Columbia Div Inc A Registered investment company | — | — | — | $1.9M | 3.4% | |
| Black Rock Equity Div A Registered investment company | — | — | — | $1.5M | 2.6% | |
| JH Triton S Registered investment company | — | — | — | $1.4M | 2.6% | |
| Fidelity Government Money Market Money Market Fund | — | — | — | $1.4M | 2.4% | |
| Fidelity Mid Cap Index PR Registered investment company | — | — | — | $1.4M | 2.4% | |
| MFS MID CAP VALUE R6 Registered investment company | — | — | — | $1.1M | 1.9% | |
| Victory SM Co Op A Registered investment company | — | — | — | $765K | 1.4% | |
| Fidelity Small Cap Index PR Registered investment company | — | — | — | $591K | 1.1% | |
| Fidelity Freedom 2050 Registered investment company | — | — | — | $510K | 0.9% | |
| Fidelity Freedom 2055 Registered investment company | — | — | — | $489K | 0.9% | |
| Fidelity Freedom 2045 Registered investment company | — | — | — | $435K | 0.8% | |
| Fidelity Freedom 2035 Registered investment company | — | — | — | $369K | 0.7% | |
| Participant loans through June 2031 | — | — | — | $366K | 0.7% | |
| Fidelity High Income Registered investment company ** - * Fidelity Freedom 2040 Registered investment company | — | — | — | $281K | 0.5% | |
| Fidelity Emerging Markets Registered investment company | — | — | — | $269K | 0.5% | |
| Fidelity Freedom 2060 Registered investment company | — | — | — | $250K | 0.4% | |
| WA Core Bond I Registered investment company | — | — | — | $230K | 0.4% | |
| Fidelity Freedom 2065 Registered investment company | — | — | — | $215K | 0.4% | |
| Fidelity Freedom 2030 Registered investment company | — | — | — | $146K | 0.3% | |
| Fidelity Freedom 2025 Registered investment company | — | — | — | $137K | 0.2% | |
| Fidelity Strategic Income Registered investment company | — | — | — | $131K | 0.2% | |
| FA CAPITAL & INC I Registered investment company | — | — | — | $86K | 0.2% | |
| Fidelity Freedom 2020 Registered investment company | — | — | — | $83K | 0.1% | |
| Fidelity International Index Registered investment company | — | — | — | $82K | 0.1% | |
| Fidelity US Bond Index PR Registered investment company | — | — | — | $44K | <0.1% | |
| Fidelity Freedom Inc Registered investment company | — | — | — | $8K | <0.1% | |
| FA FREEDOM 2015 Z Registered investment company ** 307 * FA FREEDOM 2070 Z Registered investment company | — | — | — | $3K | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Manufacturing plans
THE GORMAN-RUPP COMPANY
THE GORMAN-RUPP COMPANY RETIREMENT PLAN
$56.1M · 213 participants
SUN AUTOMATION INC.
SUN AUTOMATION INC. EMPLOYEE STOCK OWNERSHIP PLAN
$56.9M · 117 participants
EMHART GLASS MANUFACTURING, INC.
EMHART GLASS RETIREMENT AND SAVINGS PLAN
$57.1M · 180 participants
MELTON MACHINE & CONTROL COMPANY
MELTON MACHINE & CONTROL COMPANY EMPLOYEE STOCK OWNERSHIP PLAN
$57.3M · 107 participants
TTX HOLDINGS, INC.
TTX HOLDINGS, INC. 401(K) PLAN
$58.3M · 288 participants
AVIATION COMMUNICATION & SURVEILLANCE SY
AVIATION COMMUNICATION & SURVEILLANCE SYSTEMS PENSION PLAN
$58.8M · 30 participants
Large plans in Washington
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY 401(K) RETIREMENT PLAN
$73.9B · 143,146 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
$46.2B
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants
AMAZON.COM SERVICES, LLC
AMAZON 401(K) PLAN
$34.6B · 1,207,759 participants