Back to filter
Original filing (PDF)20251015155947NAL0005357809001
HUNTER DOUGLAS, INC
Form 5500
FILING_RECEIVED
HUNTER DOUGLAS, INC. EMPLOYEE SAVINGS 401(K) PLAN
401(k) retirement plan
Active participants
3,506
Accounts w/ balance
5,476
Plan assets (EOY)
$528.9M
Net assets (EOY)
$528.9M
How this plan invests
This plan
18 pooled trusts
Schedule D
37 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
- 16 bps in Schedule C fees — 167% above peer band of 6 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HUNTER DOUGLAS, INC.
Plan sponsor
Name
HUNTER DOUGLAS, INC
EIN
13-2614416
Address
55 WEST 46TH STREET · NEW YORK, NY · 10036
Phone
(845) 664-7000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
BDG-CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES | 04-3516284 | — | RECORD KEEPER | $322K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC. | 22-1862786 | — | INVEST ADVISOR | $406K | — |
| MORGAN STANLEY | 71-0912527 | — | INVEST ADVISOR | $98K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BECHER DELLA TORRE GOTTO & CO. | 22-2625944 | — | AUDITOR | $22K | — |
Investments
28 direct securities · 18 pooled funds· $538.6M(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
$395.2M
28 holdings
Common Collective Trust
$143.4M
18 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BNY MELLON US STOCK INDEX FUND BNY MELLON US · EIN 25-6078903 / PN 226 | Common Collective Trust | — | — | $78.3M | 14.8% | |
| American Funds Bond Fund of America Mutual funds | — | — | — | $49.4M | 9.3% | |
| JP Morgan Large Cap Growth Fund Class R6 Mutual funds | — | — | — | $46.5M | 8.8% | |
| International Index Fund Mutual funds | — | — | — | $40.0M | 7.6% | |
| JP Morgan U.S. Equity Fund Mutual funds | — | — | — | $31.2M | 5.9% | |
| Vanguard Target Retirement 2035 Mutual funds | — | — | — | $31.1M | 5.9% | |
| Vanguard Target Retirement 2030 Mutual funds | — | — | — | $29.6M | 5.6% | |
| BNY MELLON US MID CAP INDEX FUND BNY MELLON US · EIN 25-6078903 / PN 237 | Common Collective Trust | — | — | $24.3M | 4.6% | |
| Vanguard Target Retirement 2040 Mutual funds | — | — | — | $23.0M | 4.4% | |
| Vanguard Target Retirement 2045 Mutual funds | — | — | — | $17.5M | 3.3% | |
| Vanguard Target Retirement 2025 Mutual funds | — | — | — | $16.1M | 3.1% | |
| Vanguard Target Retirement 2050 Mutual funds | — | — | — | $14.1M | 2.7% | |
| Voya Mid-Cap Opportunities Portfolio Mutual funds | — | — | — | $11.4M | 2.2% | |
| Vanguard Target Retirement 2055 Mutual funds | — | — | — | $9.8M | 1.8% | |
| WELLS FARGO STABLE RETURN WELLS FARGO · EIN 52-2250959 / PN 001 | Common Collective Trust | — | — | $9.1M | 1.7% | |
| RIVERSOURCE STABLE CAPITAL FUND RIVERSOURCE · EIN 41-0007957 / PN 058 | Common Collective Trust | — | — | $9.1M | 1.7% | |
| PUTNAM STABLE VALUE FUND PUTNAM · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $9.1M | 1.7% | |
| NEW YORK LIFE INS CO ANCHOR ACCT NEW YORK LIFE INS CO · EIN 13-5582869 / PN 001 | Common Collective Trust | — | — | $9.1M | 1.7% | |
| Columbia Small Cap Growth I Adv Fund Mutual funds | — | — | — | $7.3M | 1.4% | |
| Neuberger Berman Large Cap Value Fund Mutual funds | — | — | — | $7.1M | 1.3% | |
| Vanguard Target Retirement 2020 Mutual funds | — | — | — | $6.4M | 1.2% | |
| Victory Sycamore Established Value Fund Mutual funds | — | — | — | $6.3M | 1.2% | |
| Participant loans various maturities -0- | — | — | — | $5.9M | 1.1% | |
| MFS International Diversification Fund Mutual funds | — | — | — | $5.4M | 1.0% | |
| MFS Int Div | — | — | — | $5.4M | 1.0% | |
| Vanguard Target Retirement Income Fund Mutual funds | — | — | — | $5.4M | 1.0% | |
| Self-Managed Account Other | — | — | — | $5.4M | 1.0% | |
| Vanguard Target Retirement 2060 Mutual funds | — | — | — | $4.7M | 0.9% | |
| BNY MELLON US SMALL CAP INDEX FUND BNY MELLON US · EIN 25-6078903 / PN 234 | Common Collective Trust | — | — | $4.3M | 0.8% | |
| BNY Mellon U.S. Small-Cap Index Fund Commingled funds | — | — | — | $4.3M | 0.8% | |
| Vanguard Treasury Money Market Fund Mutual funds | — | — | — | $3.9M | 0.7% | |
| Victory Integrity Small-Cap Value Fund Mutual funds | — | — | — | $3.7M | 0.7% | |
| Cohen & Steers Realty Shares Mutual funds | — | — | — | $2.8M | 0.5% | |
| Vanguard Target Retirement 2065 Mutual funds | — | — | — | $1.2M | 0.2% | |
| Vanguard Target Retirement 2070 | — | — | — | $63K | <0.1% | |
| SSGA TARGET RETIREMENT 2065 FUND SSGA · EIN 32-6528132 / PN 049 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT 2025 FUND SSGA · EIN 90-0337987 / PN 315 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT 2035 FUND SSGA · EIN 90-0337987 / PN 317 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT 2045 FUND SSGA · EIN 90-0337987 / PN 319 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT INCOME FUND SSGA · EIN 90-0337987 / PN 326 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT 2060 FUND SSGA · EIN 32-6528132 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT 2020 FUND SSGA · EIN 90-0337987 / PN 314 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT 2030 FUND SSGA · EIN 90-0337987 / PN 316 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT 2040 FUND SSGA · EIN 90-0337987 / PN 318 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT 2050 FUND SSGA · EIN 90-0337987 / PN 320 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA TARGET RETIREMENT 2055 FUND SSGA · EIN 90-0337987 / PN 325 | Common Collective Trust | — | — | $0 | <0.1% |