Department of Labor filing

HOOD & STRONG LLP

HOOD & STRONG 401(K) PLAN · For the plan year ended May 31, 2025

Public filing 2024 · received Mar 12, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

73filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$6,984

Reported employer contributions per active participant.

Higher than about 85% of comparable plans

#People in the filing

112

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$202 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 43% of comparable plans

↗Investment performance

Not available

Plan assets changed 16.5%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202473out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions85th percentileTypical peer $3,137 · based on 5,509 comparable plans

Lower reported administrative expense43rd percentileTypical peer $173 · based on 5,672 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended May 31, 2025, HOOD & STRONG LLP reported $782,155 in employer contributions across the plan and 112 active participants. That works out to $6,984 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy67%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 8.8%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 367.4%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context73/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $782,155
Participant contributions: $1,320,664
Other contributions: $149,260
Employer share of reported contributions: 37.2%
Beginning assets: $48,212,343
Ending assets: $56,168,143
Ending net assets: $56,168,143
Ending liabilities: $0
Total income: $8,609,876
Total expenses: $654,076
Administrative expenses: $32,066
Participant loans: $187,410

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$7,657

2023

$7,318

2024

$6,984

Plan-paid administrative expenses per participant

2022

-$75

2023

$159

2024

$202

Active participants

2022

2023

105

2024

112

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$6,984	112	56.2M	20260312182929NAL0007053059001
2023	$7,318	105	48.2M	20250314155006NAL0022674561001
2022	$7,657	99	38.3M	20240315115420NAL0000280691001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.3%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 941254756-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Oct 1, 1984
Industry: Professional, scientific, and technical services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2F2G2J2K2S2T3B2E3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
FIDELITY INVESTMENTS INSTITUTIONAL	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20260312182929NAL0007053059001

Data sourceDOL Form 5500 bulk data ↗

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