Department of Labor filing

HP MONROE 51 INC

HP MONROE 51 INC 401(K) PROFIT SHARING PLAN & TRUST · For the plan year ended Dec 31, 2025

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Public filing 2025 · received Apr 21, 2026Verified current terms Not available

Plan summary

The numbers that matter first

51Fair plan health
medium confidence
See what drives the plan health score
Employer contributions versus peers20/10030% of the full model
Active-participant trend50/10010% of the full model
Net-asset trend50/10010% of the full model
Reported compliance signals100/10010% of the full model
Filing completeness100/10010% of the full model

Published only when at least four measures and half of the model weight are available. Missing information is excluded rather than scored as zero.

01 · Employer matchSee verified formula

is Bank of New York Mellon (BNY) and the recordkeeper is Fidelity Workplace Services LLC (Fidelity).

02 · Maximum employer contributionSee formula

Extracted from an official plan filing; editorial verification is pending.

03 · VestingImmediate

s, in connection with a sale or divestiture by the Company of the business unit in which the participant was employed, or after the attainment of at least age 55 with at least ten years of vesting service.

04 · Fees and expensesNot comparable

Plan-paid administrative cost per participant; fund and employee fees may be separate.

05 · Investment choicesOfficial filing detail

ordkeeper is Fidelity Workplace Services LLC (Fidelity).

06 · Eligibility and waiting periodafter the attainment of at least age 55 with at least ten years of vesting service

after the attainment of at least age 55 with at least ten years of vesting service

07 · Automatic enrollmentReported

rowth in the value of that fund.

08 · Roth 401(k)Available

bject to annual limits specified under the Code. Contributions can be made as whole or fractional percentages of eligible compensation. Employees can choose pre-tax contributions, Roth 401(k) contributions and after-tax contributions. The pre-tax and Roth 401(k) contributions are eligible for the Company matching contributions. After-tax contributions are not eligible for Company matching contributions. Participants who have attained age 50 before the end of the Plan year are eligible to make catch-up contributions; catch-up contributions are not eligible for the Company matching contributions. The Plan allows for after-tax contributions to the Plan at a rate not to exceed 9 %. The Plan created the Roth In-Plan Conversion (“RIPC”) Program, wherein a participant who has made an after-tax co

09 · Employer contribution vs. peers$0

$0 per active participant in 2025.

What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.

Keep in mind: public filings do not show employee investment returns. Scores use only available measures; missing information lowers confidence, never the score. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.

Filing comparison · 2025There is not enough comparable filing data to calculate this yet.

How this filing compares

Reported employer contributions20th percentileTypical peer $401 · based on 8,702 comparable plans
Lower reported administrative expenseNot enough dataTypical peer $19 · based on 9,138 comparable plans

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

Peer-group method: industry size. Limitations: administrative_cost_measure_unavailable_or_zero

The short version

What employees should know

For the year ended Dec 31, 2025, HP MONROE 51 INC reported $0 in employer contributions across this plan, or $0 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.

People actively participating19

Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.

Employer money over timeNot enough history

Change in employer contributions per active participant.

Plan costs over timeNot enough history

Change in reported administrative cost per participant. Fund expenses may be separate.

Peer comparisonSmall plan

A fair peer score is not available yet.

What this public record cannot answer

For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.

Money and scale

Contributions, assets, and expenses

These are plan-wide totals. They are not individual account balances.

Employer contributions
$0
$0 per active participant
Participant contributions
$511
Other contributions
$0
Amounts not classified as employer or participant contributions
Employer share of contributions
0.0%
Active participants
19
Small plan
Total participants
19
20 at the beginning of the year
Ending assets
$2,250
$118 per participant
Net-asset change
Up 0.0%
Not the same as investment performance
Beginning net assets
$0
Ending net assets
$2,250
Beginning liabilities
$0
Ending liabilities
$0
Total income
$542
Total expenses
$0
Administrative expenses
$0
$0 per active participant
Participant loans
Not reported
Not reported of plan assets

Three-year filing history

How the reported figures changed

Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.

Employer money per active participant
2025
$0
Administrative cost per participant
2025
$0
Active participants
2025
19
Total plan assets
2025
$2,250
Participant loans as a share of assets
2025
Not reported
Detailed filing history
Plan yearEmployer money per active participantActive participantsPlan assets
2025$0192.3K

Changes in plan assets are not the same as investment performance.

Plan health

Operational signals worth checking

Participant loans as a share of plan assets
Not reported
Independent accountant’s opinion
Not stated in the filing
Late participant contributions reported
Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
Loan defaults reported
Not reported
Lease defaults reported
Not reportedOnly a small number of filings report these events.
Nonexempt transactions reported
Not reported
Public plan identifier
271950736-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
1
Plan effective date
Jan 1, 2025
Industry
Accommodation and food services
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2S2T3D

Company filings

What the company has told the SEC about this plan

We found these passages in official company filings. They may help explain the plan, but we do not treat them as current benefits until the wording and date have been checked.

11-K · report period Dec 31, 2025HP INC — 11-K filed 2026-06-09
Official filing · details not yet checked
What it says about employer contributions

is Bank of New York Mellon (BNY) and the recordkeeper is Fidelity Workplace Services LLC (Fidelity). Investments Participants may direct the investment of their contributions and employer matching contributions into various investment options offered by the Plan and may change investments and transfer amounts between funds daily. The Plan offers a short-term investment fund, a money market fund, a mutual fund, common collective trust funds, collective investment trust funds, Company common stock, and a self-directed brokerage account feature that includes money market funds, common stock, and mutual funds through an affiliate of Fidelity. All investments are participant-directed. The Plan includes an employee stock ownership plan feature (the ESOP) within the meaning of Section 4975(e)(7)

What it says about vesting

s, in connection with a sale or divestiture by the Company of the business unit in which the participant was employed, or after the attainment of at least age 55 with at least ten years of vesting service. 5 HP Inc. 401(k) Plan Notes to Financial Statements (Continued) Vesting Participants are fully vested at all times with regard to their contributions and earnings thereon. In general, participants are subject to a three-year cliff vesting schedule with regard to Company matching contributions, and earnings thereon, after which time they will become 100 % vested in their Company matching contributions, and earnings thereon. In addition, a participant becomes 100 % vested in their Company matching contributions, and earnings thereon, at attainment of age 65 , death before termination of em

What it says about automatic enrollment

rowth in the value of that fund. 4 HP Inc. 401(k) Plan Notes to Financial Statements (Continued) Contributions Upon employment, as soon as administratively feasible, employees are automatically enrolled in the Plan at 4 % pre-tax in the Birth Date Fund closest to the year the employee was born. The plan document definition of compensation is based on when the compensation is “paid” versus when it is “earned.” As such, the Company determined that participant deferrals may not be due to the Plan, and the Plan may have no right to the deferrals, until the compensation is actually paid to the participant. Participants may annually contribute up to 50 % of their eligible compensation, as defined by the Plan. Contributions are subject to annual limits specified under the Code. Contributions can

What it says about fees

1 Due from broker for securities sold 778 2,954 Total receivables 98,001 104,220 Total assets 10,868,030 10,292,654 Liabilities Due to broker for securities purchased 12,574 8,194 Administrative expenses and other payables 1,567 985 Total liabilities 14,141 9,179 Net assets available for benefits $ 10,853,889 $ 10,283,475 The accompanying notes are an integral part of these financial statements. 2 HP Inc. 401(k) Plan Statement of Changes in Net Assets Available for Benefits Year Ended December 31, 2025 Additions to net assets attributed to: (In thousands) Contributions: Employer $ 63,671 Participants 188,773 Rollovers 28,779 Total contributions 281,223 Investment income: Net realized and unrealized appreciation in fair value of investments 1,409,363 Interest and dividends 42,888 Total inve

Current plan terms

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Filing evidence

Open the selected public records

We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.

Filing ACK_ID20260421091006NAL0003734672001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗