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Original filing (PDF)20251010120244NAL0008113521001
HAMMACHER SCHLEMMER
Form 5500
FILING_RECEIVED
HAMMACHER SCHLEMMER 401(K) PLAN
401(k) retirement plan
Signals · 2
54% in single holding~109 bps in Sched C fees
Active participants
0
Accounts w/ balance
18
Plan assets (EOY)
$566K
Net assets (EOY)
$566K
How this plan invests
This plan
1 pooled trust
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
100
Vendor stack
100
Participation health
90
Knocking points off
- Top holding "Stable value collective trust fund (held by Fidelity Management Trust Company) * Fidelity Management Trust Company Management Income Fund" is 54% of plan.
- No active participants reported but plan still holds assets.
Helping the score
- Below-peer total fees (109 bps vs 158 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HAMMACHER SCHLEMMER.
Plan sponsor
Name
HAMMACHER SCHLEMMER
EIN
13-1874504
Address
9307 N. MILWAUKEE AVENUE · NILES, IL · 60714
Phone
(847) 966-2770
Industry
Retail Tradesee 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
2025-10-10
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)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MILLER COOPER & CO. LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $6K | — |
Investments
17 direct securities · 1 pooled fund· $879K(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
$583K
16 holdings
Common Collective Trust
$295K
1 holding
Mutual Funds
$1K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Stable value collective trust fund (held by Fidelity Management Trust Company) * Fidelity Management Trust Company Management Income Fund | — | — | — | $314K | 55.4% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $295K | 52.1% | |
| Fidelity Management Trust Company Freedom 2040 Fund K6 | — | — | — | $91K | 16.1% | |
| Fidelity Management Trust Company Fidelity Blue Chip Growth Fund | — | — | — | $68K | 12.0% | |
| Fidelity Management Trust Company Freedom 2045 Fund K6 | — | — | — | $38K | 6.7% | |
| Fidelity Management Trust Company Freedom 2030 Fund K6 ** 9 * Fidelity Management Trust Company Freedom 2035 Fund K6 | — | — | — | $24K | 4.3% | |
| Fidelity Management Trust Company Fidelity Growth Strategies Fund | — | — | — | $9K | 1.5% | |
| Fidelity Management Trust Company Fidelity Equity Income Fund K6 | — | — | — | $8K | 1.5% | |
| Fidelity Management Trust Company Fidelity Intermediate Bond Fund | — | — | — | $8K | 1.4% | |
| Fidelity Management Trust Company Fidelity Balanced Fund K6 | — | — | — | $6K | 1.1% | |
| Fidelity Management Trust Company Freedom 2050 Fund K6 | — | — | — | $5K | 0.9% | |
| Fidelity Management Trust Company Freedom Income Fund K6 ** 10 * Fidelity Management Trust Company Freedom 2010 Fund K6 ** 4 * Fidelity Management Trust Company Freedom 2015 Fund K6 | — | — | — | $3K | 0.6% | |
| Fidelity Management Trust Company Spartan 500 Index Fund | — | — | — | $3K | 0.6% | |
| Fidelity Management Trust Company Freedom 2020 Fund K6 ** 8 * Fidelity Management Trust Company Freedom 2025 Fund K6 | — | — | — | $2K | 0.4% | |
| Fidelity Management Trust Company Fidelity Low-Priced Stock Fund | — | — | — | $2K | 0.3% | |
| Fidelity Management Trust Company U.S. Bond Index Fund | — | — | — | $1K | 0.2% | |
| Fidelity Management Trust Company International Index Fund | — | — | — | $1K | 0.2% | |
| s (held by Fidelity Management Trust Company) Glenmede Small Cap Equity Fund | Mutual Funds | — | — | $1K | 0.2% |
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