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Original filing (PDF)20251002143944NAL0000370467001
HATZEL & BUEHLER, INC.
Form 5500
FILING_RECEIVED
HATZEL & BUEHLER, INC. IRC 401(K) PLAN
401(k) retirement plan
Active participants
371
Accounts w/ balance
334
Plan assets (EOY)
$41.0M
Net assets (EOY)
$41.0M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (13 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HATZEL & BUEHLER, INC..
Plan sponsor
Name
HATZEL & BUEHLER, INC.
EIN
13-0828930
Address
1 RIGHTER PARKWAY SUITE 300 · WILMINGTON, DE · 19803
Phone
(302) 478-4200
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HORTY AND HORTY, PA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $40K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $13K | — |
Investments
24 direct securities · 1 pooled fund· $41.0M(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
$38.7M
24 holdings
Common Collective Trust
$2.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Large Cap Growth Index R6 123,419 units | — | — | $123K | $8.3M | 20.2% | |
| Vanguard 500 Index Admiral 8,018 units | — | — | $8K | $4.4M | 10.6% | |
| Vanguard Equity-Income Adm 40,782 units | — | — | $41K | $3.6M | 8.8% | |
| Vanguard Mid Cap Growth Index Admiral 32,624 units | — | — | $33K | $3.6M | 8.7% | |
| T. ROWE PRICE STABLE VALUE COMMON T T. ROWE PRICE STABLE VALUE CIT · EIN 52-1309931 / PN 001 | Common Collective Trust | — | $2.3M | $2.3M | 5.6% | |
| Vanguard Target Retirement 2045 Inv 64,288 units | — | — | $64K | $1.9M | 4.7% | |
| Polen Growth Institutional 39,190 units | — | — | $39K | $1.8M | 4.5% | |
| Vanguard Target Retirement 2025 Inv 95,883 units | — | — | $96K | $1.8M | 4.4% | |
| Vanguard Developed Markets Index Admiral 102,882 units | — | — | $103K | $1.6M | 3.9% | |
| Vanguard Target Retirement 2035 Inv 59,712 units | — | — | $60K | $1.4M | 3.5% | |
| similar party par or maturity value Cost** Value Vanguard Small Cap Index Adm 11,883 units | — | — | $12K | $1.4M | 3.3% | |
| Vanguard Total Bond Market Index Admiral 143,271 units | — | — | $143K | $1.4M | 3.3% | |
| Vanguard Mid Cap Index Fund Admiral 3,264 units | — | — | $3K | $1.1M | 2.6% | |
| Vanguard Target Retirement 2040 Inv 21,321 units | — | — | $21K | $922K | 2.2% | |
| Vanguard Balanced Index Adm 18,934 units | — | — | $19K | $918K | 2.2% | |
| Vanguard International Growth ADM 8,534 units | — | — | $9K | $867K | 2.1% | |
| Vanguard Target Retirement 2050 Inv 14,756 units | — | — | $15K | $735K | 1.8% | |
| Fullerthaler Behavioral Small Cap EQ R6 15,439 units | — | — | $15K | $701K | 1.7% | |
| Vanguard Target Retirement 2030 Inv 18,407 units | — | — | $18K | $697K | 1.7% | |
| Vanguard Target Retirement 2055 Inv 9,196 units | — | — | $9K | $511K | 1.2% | |
| Impax Global Opportunities Institutional 29,017 units | — | — | $29K | $475K | 1.2% | |
| Participants Loans Notes from Participants (interest ranging from 4.25% to 9.50%) | — | — | — | $252K | 0.6% | |
| similar party par or maturity value Cost** Value Vanguard Target Retirement Income Inv 17,603 units | — | — | $18K | $231K | 0.6% | |
| Vanguard Target Retirement 2065 Inv 4,426 units | — | — | $4K | $149K | 0.4% | |
| Vanguard Target Retirement 2060 Inv 2,482 units | — | — | $2K | $127K | 0.3% |
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