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Original filing (PDF)20251013134119NAL0003076674001
HENRY RAC HOLDING CORP
Form 5500
FILING_RECEIVED
HENRY 401(K) PLAN
401(k) retirement plan
Signals · 2
~75 bps in Sched C feesNo recordkeeper disclosed
Active participants
835
Accounts w/ balance
492
Plan assets (EOY)
$9.2M
Net assets (EOY)
$9.2M
How this plan invests
This plan
31 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
80
Vendor stack
80
Participation health
80
Knocking points off
- 75 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- 59% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HENRY RAC HOLDING CORP.
Plan sponsor
Name
HENRY RAC HOLDING CORP
EIN
11-3337304
Address
107 W COLEMAN ST · RICE LAKE, WI · 54868
Phone
(715) 736-3030
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HANCOCK & ROBINSON CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES INC | 42-0941553 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $70K | — |
Investments
32 direct securities · 31 pooled funds· $18.2M(100% 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.
Uncategorized
$9.2M
32 holdings
Common Collective Trust
$7.2M
14 holdings
Pooled Separate Account
$1.8M
17 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal Global Investors Trust Co | — | — | — | $1.3M | 13.8% | |
| PRIN LIFETIME HY 2050 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.3M | 13.8% | |
| PRIN LIFETIME HY 2040 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.1M | 11.4% | |
| Principal Global Investors Trust Co | — | — | — | $1.1M | 11.4% | |
| Principal Life Insurance Company | — | — | — | $985K | 10.6% | |
| PRIN LIFETIME HY 2055 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $985K | 10.6% | |
| Principal Global Investors Trust Co | — | — | — | $892K | 9.6% | |
| PRIN LIFETIME HY 2035 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $892K | 9.6% | |
| PRIN LIFETIME HY 2030 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $717K | 7.8% | |
| Principal Global Investors Trust Co | — | — | — | $717K | 7.8% | |
| PRIN LIFETIME HY 2025 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $557K | 6.0% | |
| Principal Global Investors Trust Co | — | — | — | $557K | 6.0% | |
| Principal Global Investors Trust Co | — | — | — | $438K | 4.7% | |
| PRIN LGCAP S&P 500 INDEX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $438K | 4.7% | |
| Principal Life Insurance Company | — | — | — | $418K | 4.5% | |
| PRIN BLUE CHIP SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $418K | 4.5% | |
| Principal Global Investors Trust Co | — | — | — | $385K | 4.2% | |
| PRIN LIFETIME HY 2045 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $385K | 4.2% | |
| PRIN LIFETIME HY 2060 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $380K | 4.1% | |
| Principal Life Insurance Company | — | — | — | $380K | 4.1% | |
| PRIN LIFETIME HY 2065 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $327K | 3.5% | |
| Principal Life Insurance Company | — | — | — | $327K | 3.5% | |
| Principal Life Insurance Company | — | — | — | $279K | 3.0% | |
| PRINCIPAL STABLE VALUE SGNTURE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $279K | 3.0% | |
| Participant Loans | — | — | — | $258K | 2.8% | |
| Principal Global Investors Trust Co | — | — | — | $241K | 2.6% | |
| PRIN LIFETIME HY 2020 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $241K | 2.6% | |
| Principal Life Insurance Company | — | — | — | $140K | 1.5% | |
| PRIN SMALLCAP GROWTH I SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $140K | 1.5% | |
| PRIN MIDCAP GROWTH SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $132K | 1.4% | |
| Principal Life Insurance Company | — | — | — | $132K | 1.4% | |
| Principal Life Insurance Company | — | — | — | $117K | 1.3% | |
| PRIN MIDCAP S&P 400 IDX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $117K | 1.3% | |
| PRIN DIVERSIFIED INTL SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $106K | 1.1% | |
| Principal Life Insurance Company | — | — | — | $106K | 1.1% | |
| Principal Global Investors Trust Co | — | — | — | $93K | 1.0% | |
| PRIN SMCAP S&P 600 INDEX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $93K | 1.0% | |
| PRIN LIFETIME HYB 2070 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $81K | 0.9% | |
| Principal Global Investors Trust Co | — | — | — | $81K | 0.9% | |
| PRIN GLBL EMERG MARKETS SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 013 | Pooled Separate Account | — | — | $75K | 0.8% | |
| PRIN MIDCAP VALUE I SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $63K | 0.7% | |
| Principal Global Investors Trust Co | — | — | — | $63K | 0.7% | |
| PRIN LARGECAP VALUE III SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 068 | Pooled Separate Account | — | — | $60K | 0.6% | |
| Principal Life Insurance Company | — | — | — | $60K | 0.6% | |
| Principal Life Insurance Company | — | — | — | $48K | 0.5% | |
| PRIN CORE PLUS BOND SEP ACT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $48K | 0.5% | |
| Principal Global Investors Trust Co | — | — | — | $35K | 0.4% | |
| PRIN REAL ESTATE SECS SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $35K | 0.4% | |
| PRINCIPAL BOND MKT INDEX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $26K | 0.3% | |
| Principal Life Insurance Company | — | — | — | $26K | 0.3% | |
| PRIN INFLATION PROTECT SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 099 | Pooled Separate Account | — | — | $23K | 0.2% | |
| Principal Life Insurance Company | — | — | — | $23K | 0.2% | |
| PRIN HIGH YIELD SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 137 | Pooled Separate Account | — | — | $20K | 0.2% | |
| Principal Life Insurance Company | — | — | — | $20K | 0.2% | |
| PRIN LIFETIME HY 2015 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $8K | <0.1% | |
| Principal Life Insurance Company | — | — | — | $8K | <0.1% | |
| Principal Global Investors Trust Co | — | — | — | $7K | <0.1% | |
| PRIN SMALLCAP VALUE II SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $7K | <0.1% | |
| PRINCIPAL OVERSEAS SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | — | — | $5K | <0.1% | |
| Principal Life Insurance Company | — | — | — | $5K | <0.1% | |
| Principal Life Insurance Company | — | — | — | $5K | <0.1% | |
| PRIN LIFETIME HY INC CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $977 | <0.1% | |
| Principal Global Investors Trust Co | — | — | — | $977 | <0.1% |
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