Original filing (PDF)20251003133452NAL0000880163001

HANS KISSLE COMPANY, LLC

Name: HANS KISSLE COMPANY, LLC — HANS KISSLE COMPANY 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: HANS KISSLE COMPANY, LLC

Form 5500

FILING_RECEIVED

HANS KISSLE COMPANY 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

Late participant contributions

Active participants

209

Accounts w/ balance

270

Plan assets (EOY)

$11.4M

Net assets (EOY)

$11.4M

How this plan invests

This plan

96 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

Total plan cost

100

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 84K (44% of contributions).
Bottom-decile employer contributions per participant (8th percentile).

Helping the score

Below-peer total plan cost (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HANS KISSLE COMPANY, LLC.

Plan sponsor

Name

HANS KISSLE COMPANY, LLC

EIN

04-2842804

Address

9 CREEK BROOK DR · HAVERHILL, MA · 01832

Phone

(978) 556-4500

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-11-01

Tax period

2024-12-31

Filed

2025-10-03

Pension benefit codes

2E · Profit-sharing

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$0	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS LLC	—	SAN RAFAEL, CA	INVESTMENT ADVISOR	$0	—

Investments

96 direct securities· $32.0M(100% of reported assets)

Other securities

$30.5M

93 holdings

Cash / Money Market

$1.4M

2 holdings

Participant loans

$82K

1 holding

					% of plan
Party-In Identity of Issue, Borrower, Rate of Interest, Collateral, Current Interest Lessor, or Similar Party Par, or Maturity Value Cost Value MFS Conservative Allocation R3 Mutual Fund	Other securities	—	—	$1.2M	11.0%
Party-In Identity of Issue, Borrower, Rate of Interest, Collateral, Current Interest Lessor, or Similar Party Par, or Maturity Value Cost Value MFS Conservative Allocation R3 Mutual Fund	Other securities	—	—	$1.2M	10.9%
Party-In Identity of Issue, Borrower, Rate of Interest, Collateral, Current Interest Lessor, or Similar Party Par, or Maturity Value Cost Value MFS Conservative Allocation R3 Mutual Fund	Other securities	—	—	$1.1M	9.4%
MFS Aggressive Growth Allocation R3 Mutual Fund	Other securities	—	—	$1.0M	8.9%
MFS Aggressive Growth Allocation R3 Mutual Fund	Other securities	—	—	$1.0M	8.9%
JPMorgan Smart Retirement 2030 R6 Mutual Fund	Other securities	—	—	$894K	7.8%
JPMorgan Smart Retirement 2030 R6 Mutual Fund	Other securities	—	—	$799K	7.0%
JPMorgan Smart Retirement 2045 R6 Mutual Fund	Other securities	—	—	$789K	6.9%
JPMorgan Smart Retirement 2045 R6 Mutual Fund	Other securities	—	—	$784K	6.9%
MFS Aggressive Growth Allocation R3 Mutual Fund	Other securities	—	—	$729K	6.4%
Gabelli U.S. Treasury Money Market I Mutual Fund	Cash / Money Market	—	—	$723K	6.3%
Key Guaranteed Portfolio Fund Fixed Annuity Contract	Other securities	—	—	$705K	6.2%
JPMorgan Smart Retirement 2040 R6 Mutual Fund	Other securities	—	—	$689K	6.0%
JPMorgan Smart Retirement 2030 R6 Mutual Fund	Other securities	—	—	$687K	6.0%
JPMorgan Smart Retirement 2040 R6 Mutual Fund	Other securities	—	—	$665K	5.8%
Gabelli U.S. Treasury Money Market I Mutual Fund	Cash / Money Market	—	—	$659K	5.8%
JPMorgan Smart Retirement 2045 R6 Mutual Fund	Other securities	—	—	$651K	5.7%
JPMorgan Smart Retirement 2050 R6 Mutual Fund	Other securities	—	—	$647K	5.7%
JPMorgan Smart Retirement 2050 R6 Mutual Fund	Other securities	—	—	$628K	5.5%
MFS Growth R3 Mutual Fund	Other securities	—	—	$601K	5.3%
MFS Growth R3 Mutual Fund	Other securities	—	—	$588K	5.2%
JPMorgan Smart Retirement 2025 R6 Mutual Fund	Other securities	—	—	$579K	5.1%
JPMorgan Smart Retirement 2025 R6 Mutual Fund	Other securities	—	—	$564K	4.9%
JPMorgan Smart Retirement 2035 R6 Mutual Fund	Other securities	—	—	$563K	4.9%
JPMorgan Smart Retirement 2035 R6 Mutual Fund	Other securities	—	—	$543K	4.8%
MFS Growth R3 Mutual Fund	Other securities	—	—	$529K	4.6%
Fidelity 500 Index Mutual Fund	Other securities	—	—	$520K	4.6%
Fidelity 500 Index Mutual Fund	Other securities	—	—	$513K	4.5%
JPMorgan Smart Retirement 2025 R6 Mutual Fund	Other securities	—	—	$461K	4.0%
PGIM Total Return Bond A Mutual Fund	Other securities	—	—	$405K	3.6%
JPMorgan Smart Retirement 2055 R6 Mutual Fund	Other securities	—	—	$394K	3.5%
JPMorgan Smart Retirement 2050 R6 Mutual Fund	Other securities	—	—	$385K	3.4%
JPMorgan Smart Retirement 2040 R6 Mutual Fund	Other securities	—	—	$374K	3.3%
JPMorgan Smart Retirement 2035 R6 Mutual Fund	Other securities	—	—	$373K	3.3%
JPMorgan Smart Retirement 2055 R6 Mutual Fund	Other securities	—	—	$371K	3.3%
PGIM Total Return Bond A Mutual Fund	Other securities	—	—	$365K	3.2%
PGIM Total Return Bond A Mutual Fund	Other securities	—	—	$359K	3.1%
Columbia Dividend Income Instl Mutual Fund	Other securities	—	—	$357K	3.1%
Columbia Dividend Income Adv Mutual Fund	Other securities	—	—	$350K	3.1%
MFS Growth Allocation R3 Mutual Fund	Other securities	—	—	$320K	2.8%
MFS Growth Allocation R3 Mutual Fund	Other securities	—	—	$315K	2.8%
Columbia Dividend Income Adv Mutual Fund	Other securities	—	—	$311K	2.7%
MFS Moderate Allocation R3 Mutual Fund	Other securities	—	—	$244K	2.1%
JPMorgan Smart Retirement 2055 R6 Mutual Fund	Other securities	—	—	$226K	2.0%
MFS Growth Allocation R3 Mutual Fund	Other securities	—	—	$224K	2.0%
Fidelity Advisor International Growth I Mutual Fund	Other securities	—	—	$209K	1.8%
Fidelity Advisor Strategic Income I Mutual Fund	Other securities	—	—	$201K	1.8%
MFS Moderate Allocation R3 Mutual Fund	Other securities	—	—	$200K	1.8%
JPMorgan Smart Retirement 2020 R6 Mutual Fund	Other securities	—	—	$194K	1.7%
JPMorgan Smart Retirement 2060 R6 Mutual Fund	Other securities	—	—	$193K	1.7%