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Original filing (PDF)20251002122232NAL0001182290001
HAUN WELDING SUPPLY, INC
Form 5500
FILING_RECEIVED
THE EMPLOYEES' PROFIT SHARING & RETIREMENT PLAN OF HAUN WELDING SUPPLY, INC.
401(k) retirement plan
Active participants
316
Accounts w/ balance
426
Plan assets (EOY)
$26.4M
Net assets (EOY)
$26.4M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HAUN WELDING SUPPLY, INC.
Plan sponsor
Name
HAUN WELDING SUPPLY, INC
EIN
15-0600299
Address
5921 COURT STREET ROAD · SYRACUSE, NY · 132061714
Phone
(315) 463-5241
Industry
Wholesale 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
2025-10-02
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)
Audit & trust (Schedule H)
Auditor
DANNIBLE & MCKEE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS ADMINISTRATIVE SVCS | 16-1503696 | — | RECORDKEEPER | $28K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REAGAN COMPANIES ASSET MGMT. | 16-1150253 | — | INVESTMENT ADVISOR | $66K | — |
Investments
29 direct securities · 1 pooled fund· $26.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$25.0M
29 holdings
Common Collective Trust
$1.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Registered Investment Companies The Vanguard Group, Inc. Vanguard Growth Index Adm | — | — | — | $4.2M | 15.8% | |
| T. Rowe Price T. Rowe Price All-Cap Opportunities | — | — | — | $3.9M | 14.7% | |
| The Vanguard Group, Inc. Vanguard Equity-Income Adm | — | — | — | $3.0M | 11.2% | |
| American Funds American Funds American Mutual R6 | — | — | — | $2.7M | 10.4% | |
| The Vanguard Group, Inc. Vanguard Mid Cap Index Adm | — | — | — | $2.0M | 7.5% | |
| T. Rowe Price T. Rowe Price Small-Cap Stock | — | — | — | $1.9M | 7.2% | |
| GARTMORE MORLEY STABLE VALUE FUND NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-1592130 / PN 000 | Common Collective Trust | — | — | $1.4M | 5.3% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2030 | — | — | — | $1.0M | 4.0% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2035 | — | — | — | $974K | 3.7% | |
| American Funds American Funds Fundamental AM R6 | — | — | — | $706K | 2.7% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2040 | — | — | — | $688K | 2.6% | |
| Dodge & Cox Dodge & Cox Income X | — | — | — | $624K | 2.4% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2045 | — | — | — | $463K | 1.8% | |
| The Vanguard Group, Inc. Vanguard Info Tech Index Admiral | — | — | — | $431K | 1.6% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2050 | — | — | — | $378K | 1.4% | |
| The Vanguard Group, Inc. Vanguard 500 Index Admiral | — | — | — | $357K | 1.4% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2055 | — | — | — | $349K | 1.3% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2060 | — | — | — | $294K | 1.1% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2020 | — | — | — | $243K | 0.9% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2025 | — | — | — | $242K | 0.9% | |
| American Funds American Funds Europacific R6 | — | — | — | $174K | 0.7% | |
| The Vanguard Group, Inc. Vanguard TGT Retirement Income | — | — | — | $75K | 0.3% | |
| T. Rowe Price T. Rowe Price Capital Appreciation | — | — | — | $68K | 0.3% | |
| American Funds American Funds New World R6 | — | — | — | $63K | 0.2% | |
| The Vanguard Group, Inc. Vanguard Small Cap Index Adm | — | — | — | $47K | 0.2% | |
| Participant Loans * Participants Participant loans with interest rates ranging from 4.25% - 9.50% | — | — | — | $47K | 0.2% | |
| PIMCO Commodity Real Return Strategy Fund | — | — | — | $46K | 0.2% | |
| The Vanguard Group, Inc. Vanguard Total Intl Stock Index Admiral | — | — | — | $36K | 0.1% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2065 | — | — | — | $2K | <0.1% | |
| The Vanguard Group, Inc. Vanguard Real Estate Index Adm | — | — | — | $1K | <0.1% |