How big is HACO U.S.'s plan?

HACO U.S.'s plan reported $7.3M in assets and 151 participants for 2023.

Original filing (PDF)20260310154358NAL0003971377001

HACO U.S.

Name: HACO U.S. — HACO U.S. 401(k) Plan, Form 5500 (2023)
Creator: HACO U.S.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

HACO U.S. 401(k) Plan

401(k) retirement plan · HACO U.S.'s HACO U.S. 401(k) Plan held $7.3M in plan assets for 151 participants in 2023, with Principal as recordkeeper.

Signals · 2

Late filing · 15.8 moLate participant contributions

Active participants

151

Accounts w/ balance

187

Plan assets (EOY)

$7.3M

Net assets (EOY)

$7.3M

Plan identifiers

HACO U.S.'s EIN is 13-4363906.

EIN 13-4363906

Plan number 003

Plan year 2023

ACK ID 20260310154358NAL0003971377001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for HACO U.S. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

HACO U.S.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HACO U.S..

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How this plan invests

This plan

33 pooled trusts

Schedule D

15 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Filed 15.8 months past the 10.5-month grace window.
Delinquent participant contributions reported (Schedule H 4a) — 22K (3% of contributions).

Plan sponsor

Name

HACO U.S.

EIN

all filings

Address

145 N. WILLOW AVE. · CITY OF INDUSTRY, CA · 91746

Phone

(815) 468-3434

Industry

Manufacturing

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)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$27K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
EEC ADMINISTRATION	—	TUSTIN, CA	TPA	$0	—

Other service providers

Investments

15 direct securities · 33 pooled funds· $7.3M(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.

Pooled Separate Accounts

$3.7M

14 holdings

Common Collective Trust

$3.5M

11 holdings

Bonds / Notes

$118K

1 holding

Pooled Separate Account

22 holdings

					% of plan
MYCOMPASS IND MOD 2035 FD R WILMINGTON TRUST, N.A. · EIN 38-4097333 / PN 479	Common Collective Trust	—	—	$858K	11.8%
Fidelity Mid Cap Growth Idx Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$657K	9.0%
Fidelity 500 Index Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$611K	8.4%
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%
American Funds Am Balanced R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$463K	6.4%
PIMCO Income Fund Ins Pooled Separate Account	Pooled Separate Accounts	—	—	$440K	6.0%
Fidelity Sm Cp Ind Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$365K	5.0%
Fidelity Lg Cp Grw Id Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$278K	3.8%
Fidelity Mid Cap Value Idx Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$200K	2.8%
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%
DFA US Targeted Vl Port Ins Pooled Separate Account	Pooled Separate Accounts	—	—	$135K	1.9%
MASSMUTUAL POOLED STABLE TR R WILMINGTON TRUST FUNDS · EIN 38-7271376 / PN 757	Common Collective Trust	—	—	$120K	1.7%
Participant Loans Interest rates at (3.25%~10.50%) $0	Bonds / Notes	—	—	$118K	1.6%
Fidelity Lg C Val Ind Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$111K	1.5%
Fidelity Small Cap Grw Ind Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$107K	1.5%
Fidelity Mid Cap Idx Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$100K	1.4%
Fidelity Adv Ttl Bnd Fd Z Pooled Separate Account	Pooled Separate Accounts	—	—	$98K	1.3%
Fidelity Intl Index Fnd Pooled Separate Account	Pooled Separate Accounts	—	—	$87K	1.2%
MYCOMPASS IND AGG 2035 FD R WILMINGTON TRUST, N.A. · EIN 38-4097328 / PN 474	Common Collective Trust	—	—	$60K	0.8%
Fidelity Emg Mkts Id Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$28K	0.4%
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%