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Original filing (PDF)20260310154358NAL0003971377001
HACO U.S.
Form 5500
FILING_RECEIVED
HACO U.S. 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 15.8 moNo recordkeeper disclosed
Active participants
151
Accounts w/ balance
187
Plan assets (EOY)
$7.3M
Net assets (EOY)
$7.3M
How this plan invests
This plan
33 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
86
/ 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
75
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Filed 15.8 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HACO U.S..
Plan sponsor
Name
HACO U.S.
EIN
13-4363906
Address
145 N. WILLOW AVE. · CITY OF INDUSTRY, CA · 91746
Phone
(815) 468-3434
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2026-03-10
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LEE CPA AUDIT GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $27K | — |
| EEC ADMINISTRATION | — | TUSTIN, CA | TPA | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | OTHER SERVICES | $0 | — |
Investments
33 pooled funds· $3.5M(48% 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
$3.5M
11 holdings
Pooled Separate Account
$0
22 holdings
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MYCOMPASS IND MOD 2035 FD R WILMINGTON TRUST, N.A. · EIN 38-4097333 / PN 479 | Common Collective Trust | $858K | 11.8% |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | $538K | 7.4% |
| MYCOMPASS IND MOD 2045 FD R WILMINGTON TRUST, N.A. · EIN 38-4097334 / PN 480 | Common Collective Trust | $530K | 7.3% |
| MYCOMPASS IND MOD RET FD R WILMINGTON TRUST, N.A. · EIN 38-4097331 / PN 477 | Common Collective Trust | $527K | 7.2% |
| MYCOMPASS IND MOD 2055 FD R WILMINGTON TRUST, N.A. · EIN 38-4097335 / PN 481 | Common Collective Trust | $482K | 6.6% |
| MYCOMPASS IND MOD 2065 FD R WILMINGTON TRUST FUNDS · EIN 38-7271385 / PN 766 | Common Collective Trust | $175K | 2.4% |
| MYCOMPASS IND MOD 2025 FD R WILMINGTON TRUST, N.A. · EIN 38-4097332 / PN 478 | Common Collective Trust | $172K | 2.4% |
| MASSMUTUAL POOLED STABLE TR R WILMINGTON TRUST FUNDS · EIN 38-7271376 / PN 757 | Common Collective Trust | $120K | 1.7% |
| MYCOMPASS IND AGG 2035 FD R WILMINGTON TRUST, N.A. · EIN 38-4097328 / PN 474 | Common Collective Trust | $60K | 0.8% |
| MYCOMPASS IND AGG 2045 FD R WILMINGTON TRUST, N.A. · EIN 38-4097329 / PN 475 | Common Collective Trust | $2K | <0.1% |
| MYCOMPASS IND AGG 2065 FD R WILMINGTON TRUST FUNDS · EIN 38-7271384 / PN 765 | Common Collective Trust | $142 | <0.1% |
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | $0 | <0.1% |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | $0 | <0.1% |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | $0 | <0.1% |
| PRIN LIFETIME 2015 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | $0 | <0.1% |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | $0 | <0.1% |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | $0 | <0.1% |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | $0 | <0.1% |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | $0 | <0.1% |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | $0 | <0.1% |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | $0 | <0.1% |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | $0 | <0.1% |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | $0 | <0.1% |
| PRINL LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | $0 | <0.1% |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | $0 | <0.1% |
| PRIN LIFETM 2010 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 075 | Pooled Separate Account | $0 | <0.1% |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | $0 | <0.1% |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | $0 | <0.1% |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | $0 | <0.1% |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | $0 | <0.1% |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | $0 | <0.1% |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | $0 | <0.1% |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | $0 | <0.1% |
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