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Original filing (PDF)20251015162608NAL0005121953001
J.M. HUBER CORPORATION
Form 5500
FILING_RECEIVED
J.M. HUBER COPORATION 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
2,285
Accounts w/ balance
3,112
Plan assets (EOY)
$692.5M
Net assets (EOY)
$692.4M
How this plan invests
This plan
17 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 10 bps in Schedule C fees — 62% above peer band of 6 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for J.M. HUBER CORPORATION.
Plan sponsor
Name
J.M. HUBER CORPORATION
EIN
13-0860350
Address
CUMBERLAND CENTER II, · 3100 CUMBERLAND BLVD., SUITE 600 · ATLANTA, GA · 30339
Phone
(732) 549-8600
Industry
Manufacturingsee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
EISNER AMPER, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA INSTITUTIONAL TRUST COMPANY | 04-3516284 | — | TUST/CUSTODY | $65K | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES | 04-3516284 | — | RECORD KEEPER | $235K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOWERS WATSON | 52-1868818 | — | INVEST ADVISOR | $139K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STATE STREET BANK & TRUST COMPANY | 04-1867445 | — | TRUSTEE | $179K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EISNER AMPER, LLC | 87-1363769 | — | AUDITOR | $55K | — |
Investments
22 direct securities · 17 pooled funds· $895.7M(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.
Common Collective Trust
$485.4M
17 holdings
Uncategorized
$410.3M
22 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SSGA S & P INDEX STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 097 | Common Collective Trust | — | — | $139.9M | 20.2% | |
| SOUNDSHORE INSTITUTIONAL LARGE CAP SOUND SHORE MANAGEMENT, INC. · EIN 13-2509799 / PN 000 | Common Collective Trust | — | — | $45.8M | 6.6% | |
| Wellington Growth Common/collective trust fund | — | — | — | $45.8M | 6.6% | |
| WTC CIFII GROWTH SERIES I WELLINGTON MANAGMENT CO LLP · EIN 04-2755549 / PN 000 | Common Collective Trust | — | — | $45.8M | 6.6% | |
| SSGA 2030 Fund Common/collective trust fund | — | — | — | $30.5M | 4.4% | |
| TARGET RETIREMENT 2030 NL SF CL K STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 401 | Common Collective Trust | — | — | $30.5M | 4.4% | |
| SSGA 2025 Fund Common/collective trust fund | — | — | — | $29.7M | 4.3% | |
| TARGET RETIREMENT 2025 NL SF CL K STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 400 | Common Collective Trust | — | — | $29.7M | 4.3% | |
| Prudential Insurance Co. of America Guaranteed investment contract | — | — | — | $26.6M | 3.8% | |
| Pacific Life Guaranteed investment contract | — | — | — | $26.4M | 3.8% | |
| SSGA 2035 Fund Common/collective trust fund | — | — | — | $26.0M | 3.7% | |
| TARGET RETIREMENT 2035 NL SF CL K TARGET RETIREMENT · EIN 90-0337987 / PN 402 | Common Collective Trust | — | — | $26.0M | 3.7% | |
| SSGA 2040 Fund Common/collective trust fund | — | — | — | $25.9M | 3.7% | |
| TARGET RETIREMENT 2040 NL SF CL K STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 403 | Common Collective Trust | — | — | $25.9M | 3.7% | |
| TARGET RETIREMENT INCOME NL SF STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 407 | Common Collective Trust | — | — | $25.0M | 3.6% | |
| SSGA 2045 Fund Common/collective trust fund | — | — | — | $22.7M | 3.3% | |
| TARGET RETIREMENT 2045 NL SF CL K STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 404 | Common Collective Trust | — | — | $22.7M | 3.3% | |
| SSGA GLOBAL EQUITY EX US INDEX FUND STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 242 | Common Collective Trust | — | — | $21.9M | 3.2% | |
| Voya Ret Ins and Annuity Guaranteed investment contract | — | — | — | $20.8M | 3.0% | |
| SSGA 2055 Fund Common/collective trust fund | — | — | — | $18.6M | 2.7% | |
| TARGET RETIREMENT 2055 NL SF CL K STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 322 | Common Collective Trust | — | — | $18.6M | 2.7% | |
| Wellington Small Cap Value Fund Common/collective trust fund | — | — | — | $17.3M | 2.5% | |
| Meridian Growth Institutional Fund Mutual fund | — | — | — | $17.1M | 2.5% | |
| Vanguard Total Market Bond Index Mutual fund | — | — | — | $16.3M | 2.4% | |
| SSGA 2050 Fund Common/collective trust fund | — | — | — | $16.3M | 2.4% | |
| TARGET RETIREMENT 2050 NL SF CL K STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 405 | Common Collective Trust | — | — | $16.3M | 2.4% | |
| Prudential Bond Fund Common/collective trust fund | — | — | — | $14.8M | 2.1% | |
| PRU CORE PLUS BOND FD PRUDENTIAL TRUST CO. · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $14.8M | 2.1% | |
| Vanguard Ext Market IND Fund Mutual fund | — | — | — | $14.3M | 2.1% | |
| SSGA 2020 Fund Common/collective trust fund | — | — | — | $12.7M | 1.8% | |
| TARGET RETIREMENT 2020 NL SF CL K STATE STREEET GLOBAL ADVISORS · EIN 90-0337987 / PN 399 | Common Collective Trust | — | — | $12.7M | 1.8% | |
| with maturities through 2039 | — | — | — | $10.2M | 1.5% | |
| Vanguard Total World Stock Index Mutual fund | — | — | — | $7.2M | 1.0% | |
| SSGA 2060 Fund Common/collective trust fund | — | — | — | $4.5M | 0.7% | |
| TARGET RETIREMENT 2060 NL SF CL K STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 421 | Common Collective Trust | — | — | $4.5M | 0.7% | |
| Allspring Collective Investment Trust - Short term Investment Fund A Short-term securities | — | — | — | $3.8M | 0.6% | |
| SSGA 2065 Fund Common/collective trust fund | — | — | — | $2.9M | 0.4% | |
| TARGET RETIREMENT 2065 NL SF CL K STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 047 | Common Collective Trust | — | — | $2.9M | 0.4% | |
| MAWER INTERNATIONAL EQUITY GLOBAL TRUST COMPANY · EIN 38-7140710 / PN 001 | Common Collective Trust | — | — | $2.4M | 0.4% |