How big is HOOD & Strong LLP's plan?

HOOD & Strong LLP's plan reported $56.2M in assets and 112 participants for 2024.

Original filing (PDF)20260312182929NAL0007053059001

HOOD & Strong LLP

Name: HOOD & Strong LLP — HOOD & Strong 401(k) Plan, Form 5500 (2024)
Creator: HOOD & Strong LLP
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

HOOD & Strong 401(k) Plan

401(k) retirement plan · HOOD & Strong LLP's HOOD & Strong 401(k) Plan held $56.2M in plan assets for 112 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

High average account balance

Active participants

112

Accounts w/ balance

164

Plan assets (EOY)

$56.2M

Net assets (EOY)

$56.2M

People on this filing

George Paulsen signed HOOD & Strong LLP's 2024 Form 5500 as plan administrator.

George Paulsen — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

HOOD & Strong LLP's EIN is 94-1254756.

EIN 94-1254756

Plan number 001

Plan year 2024

ACK ID 20260312182929NAL0007053059001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for HOOD & Strong LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

HOOD & Strong LLP's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOOD & STRONG LLP.

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How this plan invests

This plan

1 pooled trust

Schedule D

51 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (94th percentile).

Plan sponsor

Name

HOOD & STRONG LLP

EIN

all filings

Address

275 BATTERY STREET · SUITE 900 · SAN FRANCISCO, CA · 94111

Phone

(415) 781-0793

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2026-03-12

Pension benefit codes

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)

3B · Covers self-employed individuals

2E · Profit-sharing

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$32K	—

Investments

51 direct securities · 1 pooled fund· $55.4M(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.

Mutual Funds

$36.2M

31 holdings

Common Collective Trusts

$11.1M

7 holdings

Other securities

$7.8M

12 holdings

Common Collective Trust

$217K

1 holding

U.S. Treasuries

$110K

1 holding

					% of plan
Fidelity Contrafund Mutual Fund	Mutual Funds	—	—	$13.6M	24.3%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$6.4M	11.4%
Fidelity Blue Chip Growth Fund Mutual Fund	Mutual Funds	—	—	$5.5M	9.8%
JPMorgan Large Cap Growth Fund Mutual Fund	Other securities	—	—	$2.3M	4.0%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	$1.3M	$1.9M	3.3%
Fidelity Freedom 2040 Fund Mutual Fund	Mutual Funds	—	—	$1.5M	2.7%
Fidelity Freedom 2035 Fund Mutual Fund	Mutual Funds	—	—	$1.5M	2.6%
Fidelity Freedom 2055 Fund Mutual Fund	Mutual Funds	—	—	$1.4M	2.4%
American Funds New Perspective Fund Mutual Fund	Mutual Funds	—	$1.0M	$1.3M	2.4%
Fidelity Freedom 2060 Fund Mutual Fund	Mutual Funds	—	—	$1.3M	2.3%
Fidelity Freedom 2035 Fund Mutual Fund	Mutual Funds	—	$1.1M	$1.2M	2.1%
Goldman Sachs Mid Cap Growth Fund Mutual Fund	Other securities	—	—	$1.1M	1.9%
Vanguard Mid-Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.1M	1.9%
Fidelity Small Cap Discovery Fund Mutual Fund	Mutual Funds	—	—	$989K	1.8%
First Eagle Global Fund Mutual Fund	Other securities	—	$759K	$955K	1.7%
JPMorgan Large Cap Growth Fund Mutual Fund	Other securities	—	$837K	$944K	1.7%
Vanguard Mid-Cap Index Fund Mutual Fund	Common Collective Trusts	—	$664K	$836K	1.5%
Vanguard Wellesley Income Fund Mutual Fund	Mutual Funds	—	$709K	$712K	1.3%
Fidelity Freedom 2045 Fund Mutual Fund	Mutual Funds	—	—	$699K	1.2%
MFS International Intrinsic Value Fund Mutual Fund	Mutual Funds	—	—	$667K	1.2%
First Eagle Global Fund Mutual Fund	Other securities	—	—	$659K	1.2%
Fidelity Government Money Market Fund Mutual Fund	Mutual Funds	—	—	$640K	1.1%
Fidelity Freedom 2050 Fund Mutual Fund	Mutual Funds	—	—	$634K	1.1%
Fidelity Total Bond Fund Mutual Fund	Mutual Funds	—	—	$624K	1.1%
MFS International Intrinsic Value Fund Mutual Fund	Mutual Funds	—	$561K	$572K	1.0%
Fidelity Freedom 2030 Fund Mutual Fund	Mutual Funds	—	—	$540K	1.0%
American Century Mid Cap Value Fund Mutual Fund	Other securities	—	$444K	$445K	0.8%
PIMCO Income Fund Mutual Fund	Mutual Funds	—	—	$432K	0.8%
American Century Investments Mid Cap Value Fund Mutual Fund	Other securities	—	—	$428K	0.8%
American Funds New Perspective Fund Mutual Fund	Mutual Funds	—	—	$419K	0.7%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$409K	0.7%
Principal Small Cap S&P 600 Index Fund Mutual Fund	Common Collective Trusts	—	$444K	$408K	0.7%
Fidelity Limited Term Government Fund Mutual Fund	Mutual Funds	—	—	$399K	0.7%
Goldman Sachs Emerging Markets Equity Insights Fund Mutual Fund	Other securities	—	—	$398K	0.7%
Vanguard Emerging Markets Bond Fund Mutual Fund	Mutual Funds	—	—	$394K	0.7%
Fidelity Freedom 2025 Fund Mutual Fund	Mutual Funds	—	—	$338K	0.6%
Vanguard Inflation-Protected Securities Fund Mutual Fund	Mutual Funds	—	—	$319K	0.6%
JPMorgan Equity Income Fund Mutual Fund	Other securities	—	—	$227K	0.4%
PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202	Common Collective Trust	—	—	$217K	0.4%
Fidelity Freedom 2065 Fund Mutual Fund	Mutual Funds	—	—	$217K	0.4%
maturing through May 2042	Other securities	—	—	$187K	0.3%
BlackRock High Yield Portfolio Fund Mutual Fund	Other securities	—	—	$179K	0.3%
JPMorgan Government Bond Fund Mutual Fund	U.S. Treasuries	—	—	$110K	0.2%
Fidelity Freedom 2020 Fund Mutual Fund	Mutual Funds	—	—	$89K	0.2%
Fidelity International Small Cap Fund Mutual Fund	Mutual Funds	—	—	$87K	0.2%
Fidelity Freedom 2010 Fund Mutual Fund	Mutual Funds	—	—	$80K	0.1%
Principal Small Cap S&P 600 Index Fund Mutual Fund	Common Collective Trusts	—	—	$77K	0.1%
Fidelity Freedom 2015 Fund Mutual Fund	Mutual Funds	—	—	$64K	0.1%
Vanguard Wellesley Income Fund Mutual Fund	Mutual Funds	—	—	$33K	<0.1%
Loomis Sayles Global Allocation Fund Mutual Fund	Other securities	—	—	$17K	<0.1%