Original filing (PDF)20251013164204NAL0000831971001

HUBER + SUHNER NORTH AMERICA CORPORATION

Name: HUBER + SUHNER NORTH AMERICA CORPORATION — HUBER + SUHNER NORTH AMERICA CORPORATION 401(K) PLAN, Form 5500 (2024)
Creator: HUBER + SUHNER NORTH AMERICA CORPORATION

Form 5500

FILING_RECEIVED

HUBER + SUHNER NORTH AMERICA CORPORATION 401(K) PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

174

Accounts w/ balance

243

Plan assets (EOY)

$43.8M

Net assets (EOY)

$43.8M

How this plan invests

This plan

1 pooled trust

Schedule D

38 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

100

Total plan cost

100

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HUBER + SUHNER NORTH AMERICA CORPORATION.

Plan sponsor

Name

HUBER + SUHNER NORTH AMERICA CORPORATION

EIN

04-3024588

Address

3540 TORINGDON WAY, SUITE 560 · CHARLOTTE, NC · 28277

Phone

(704) 790-7245

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

4 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
EQUITABLE ADVISORS, LLC	13-4071393	—	OTHER SERVICES	$0	—
MORNINGSTAR INVESTMENT MANAGEMENT L	36-4317381	—	INV ADV, PARTICIPANTS	$0	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

38 direct securities · 1 pooled fund· $43.4M(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.

Other securities

$41.6M

35 holdings

Common Stock

$836K

1 holding

Bonds / Notes

$411K

1 holding

Pooled Separate Account

$405K

1 holding

Real Estate

$163K

1 holding

					% of plan
Vanguard 500 Index Admiral Fd Mutual Fund	Other securities	—	—	$5.2M	11.8%
MFS Value R4 Fund Mutual Fund	Other securities	—	—	$4.6M	10.6%
T. Rowe Price Rtmt 2030 Fund Mutual Fund	Other securities	—	—	$4.4M	10.0%
T. Rowe Price Rtmt 2040 Fund Mutual Fund	Other securities	—	—	$3.8M	8.7%
T. Rowe Price Rtmt 2035 Fund Mutual Fund	Other securities	—	—	$3.3M	7.4%
T. Rowe Price Rtmt 2045 Fund Mutual Fund	Other securities	—	—	$1.9M	4.3%
T. Rowe Price Rtmt 2025 Fund Mutual Fund	Other securities	—	—	$1.7M	3.8%
T. Rowe Price Rtmt 2050 Fund Mutual Fund	Other securities	—	—	$1.6M	3.7%
Fixed Income Guaranteed Option Guaranteed Investment Account	Other securities	—	—	$1.6M	3.6%
Vanguard Midcap Index Adm Fd Mutual Fund	Other securities	—	—	$1.5M	3.5%
Pioneer Y Fund Mutual Fund	Other securities	—	—	$1.1M	2.4%
T. Rowe Price Rtmt 2055 Fund Mutual Fund	Other securities	—	—	$1.1M	2.4%
Carillon Eagle Mid Cap Growth R5 Fund Mutual Fund	Other securities	—	—	$1.1M	2.4%
MFS International Value R4 Fd Mutual Fund	Other securities	—	—	$886K	2.0%
Dodge & Cox Income Fund Mutual Fund	Other securities	—	—	$886K	2.0%
Fidelity Adv Str Inc A Fund Mutual Fund	Common Stock	—	—	$836K	1.9%
Vanguard Sm Cap Grth Idx Inv Fd Mutual Fund	Other securities	—	—	$783K	1.8%
American Cent Mdcp Val Inv Fd Mutual Fund	Other securities	—	—	$640K	1.5%
Vanguard Sm Cap Index Adm Fund Mutual Fund	Other securities	—	—	$622K	1.4%
MFS Growth R4 Fund Mutual Fund	Other securities	—	—	$605K	1.4%
Vgd Total Intl Stk Idx Adm Fd Mutual Fund	Other securities	—	—	$593K	1.4%
T. Rowe Price Cap App Adv Fund Mutual Fund	Other securities	—	—	$553K	1.3%
Vanguard Sm Cap Val Idx Inv Fd Mutual Fund	Other securities	—	—	$520K	1.2%
T. Rowe Price Rtmt 2060 Fund Mutual Fund	Other securities	—	—	$518K	1.2%
T. Rowe Price Rtmt 2010 Fund Mutual Fund	Other securities	—	—	$428K	1.0%
Participant loans 4.25% - 8.25% -	Bonds / Notes	—	—	$411K	0.9%
Overseas Separate Account Mutual Fund	Other securities	—	—	$405K	0.9%
PRINCIPAL OVERSEAS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116	Pooled Separate Account	—	—	$405K	0.9%
T. Rowe Price Rtmt 2020 Fund Mutual Fund	Other securities	—	—	$273K	0.6%
PIMCO Real Return Instl Fund Mutual Fund	Other securities	—	—	$223K	0.5%
DFA Emerg Mkt Core Eqty I Fd Mutual Fund	Other securities	—	—	$222K	0.5%
Secs Inst Fund Mutual Fund	Real Estate	—	—	$163K	0.4%
T. Rowe Price Rtmt Bal Fund Mutual Fund	Other securities	—	—	$159K	0.4%
PGIM High Yield R4 Fund Mutual Fund	Other securities	—	—	$143K	0.3%
T. Rowe Price Rtmt 2065 Fund Mutual Fund	Other securities	—	—	$141K	0.3%
T. Rowe Price Rtmt 2005 Fund Mutual Fund	Other securities	—	—	$124K	0.3%
T. Rowe Price Intl Stock Fund Mutual Fund	Other securities	—	—	$115K	0.3%
Columbia Strat Income I3 Mutual Fund	Other securities	—	—	$89K	0.2%
T. Rowe Price Rtmt 2015 Fund Mutual Fund	Other securities	—	—	$4K	<0.1%