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Original filing (PDF)20240618124838NAL0002627713001
H ENTERPRISES INTERNATIONAL, INC.
Form 5500
FILING_RECEIVED
H ENTERPRISES 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
11 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for H ENTERPRISES INTERNATIONAL, INC..
Plan sponsor
Name
H ENTERPRISES INTERNATIONAL, INC.
EIN
06-1238552
Address
CANADIAN PACIFIC PLAZA · 120 SOUTH SIXTH STREET, STE 2000 · MINNEAPOLIS, MN · 55402
Phone
(612) 343-8297
Industry
Management of Companies / Holdingssee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
010
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-27
Filed
2024-06-18
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BERGANKDV, LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SRVCS | 01-0233346 | — | RETAINED BY CLIENT | $33K | — |
Investments
11 pooled funds· $0
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TARGET RETIREMENT INCOME NL SF CL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 440 | Common Collective Trust | $0 | — |
| TARGET RETIREMENT 2060 NL SF CL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 424 | Common Collective Trust | $0 | — |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | $0 | — |
| TARGET RETIREMENT 2035 NL SF CL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 435 | Common Collective Trust | $0 | — |
| TARGET RETIREMENT 2040 NL SF CL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 436 | Common Collective Trust | $0 | — |
| TARGET RETIREMENT 2045 NL SF CL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 437 | Common Collective Trust | $0 | — |
| TARGET RETIREMENT 2055 NL SF CL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 439 | Common Collective Trust | $0 | — |
| TARGET RETIREMENT 2030 NL SF CL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 434 | Common Collective Trust | $0 | — |
| TARGET RETIREMENT 2025 NL SF CL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 433 | Common Collective Trust | $0 | — |
| TARGET RETIREMENT 2020 NL SF CL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 432 | Common Collective Trust | $0 | — |
| TARGET RETIREMENT 2050 NL SF CL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 438 | Common Collective Trust | $0 | — |
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