Original filing (PDF)20251010090635NAL0004448083002

THE HILLIARD CORPORATION

Name: THE HILLIARD CORPORATION — THE HILLIARD CORPORATION PENSION PLAN FOR SALARIED EMPLOYEES, Form 5500 (2024)
Creator: THE HILLIARD CORPORATION

Form 5500

FILING_RECEIVED

THE HILLIARD CORPORATION PENSION PLAN FOR SALARIED EMPLOYEES

Defined-benefit pension plan

Signals · 1

26% employer stock

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$53.4M

Net assets (EOY)

$53.4M

How this plan invests

This plan

49 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. Based on 80% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

Plan health

n/a

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (10th percentile).

Helping the score

Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE HILLIARD CORPORATION.

Plan sponsor

Name

THE HILLIARD CORPORATION

EIN

16-0480520

Address

100 WEST FOURTH STREET · ELMIRA, NY · 149010000

Phone

(607) 733-7121

Industry

Manufacturingsee 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

1A · Pay-related DB formula

Audit & trust (Schedule H)

Auditor

MENGEL, METZGER, BARR & CO. LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
CHEMUNG CANAL TRUST COMPANY	—	ELMIRA, NY	TRUSTEE	$168K	—
WILMINGTON TRUST, NATIONAL ASSOC.	—	WILMINGTON, DE	TRUSTEE	$27K	—

Actuary

Name	EIN	Location	Relation	Direct comp	Indirect comp
BUCK GLOBAL, LLC	—	FORT WAYNE, IN

Investments

49 direct securities· $57.0M(100% of reported assets)

Other securities

$39.0M

26 holdings

Common Stock

$14.8M

22 holdings

Common Collective Trusts

$3.2M

1 holding

					% of plan
Vanguard Total Bond Market Index Fund Admiral Shares	Other securities	—	$10.5M	$9.5M	17.9%
BlackRock Liquidity Funds Treasury Trust Fund Cash and money market	Common Collective Trusts	—	$3.2M	$3.2M	5.9%
iShares Core S&P 500 ETF Shares	Other securities	—	$2.6M	$3.0M	5.6%
date 3,034	Other securities	—	$3.2M	$2.9M	5.4%
Sector SPDR Technology Select ETF Shares	Other securities	—	$1.8M	$2.7M	5.0%
Fidelity International Index Fund Shares	Other securities	—	$2.1M	$2.3M	4.2%
Vanguard S&P Mid-Cap 400 Index Fund Shares	Other securities	—	$1.9M	$2.2M	4.2%
Guggenheim Core Bond Institutional Shares	Other securities	—	$2.1M	$2.0M	3.8%
Lord Abbett Short Duration Income Fund Class I Shares	Other securities	—	$2.0M	$1.9M	3.6%
Sector SPDR Health Care Select ETF Shares	Other securities	—	$1.6M	$1.6M	3.0%
Sector SPDR Energy Select ETF Shares	Other securities	—	$1.1M	$1.3M	2.4%
Amazon.com Shares	Common Stock	—	$806K	$1.1M	2.1%
Alphabet Inc. - Class C Shares	Common Stock	—	$1.0M	$1.1M	2.1%
Microsoft Corporation Shares	Common Stock	—	$271K	$996K	1.9%
Fidelity Advisor Small Cap Z Shares	Other securities	—	$1.0M	$910K	1.7%
JPMorgan Chase & Company Shares	Other securities	—	$516K	$894K	1.7%
Sector SPDR Communication Services ETF Shares	Other securities	—	$545K	$865K	1.6%
Berkshire Hathaway Inc. Shares	Common Stock	—	$658K	$856K	1.6%
Apple Inc. Shares	Common Stock	—	$717K	$826K	1.5%
Vanguard High Yield Corporation Fund Admiral Shares	Common Stock	—	$818K	$804K	1.5%
Palo Alto Networks, Inc. Shares	Common Stock	—	$749K	$803K	1.5%
Sector SPDR Industrial Select ETF Shares	Other securities	—	$639K	$803K	1.5%
Emerson Electric Co. Shares	Common Stock	—	$722K	$800K	1.5%
SPDR S&P Semiconductor ETF Shares	Other securities	—	$555K	$793K	1.5%
- (i)	Other securities	—	—	$720K	1.3%
Vanguard Long Term Treasury Index Fund Admiral Shares	Other securities	—	$658K	$641K	1.2%
Sector SPDR Consumer Discretionary Select ETF Shares	Other securities	—	$466K	$637K	1.2%
Thermo Fisher Scientific Inc. Shares	Common Stock	—	$726K	$632K	1.2%
McDonalds Corp Shares	Common Stock	—	$572K	$613K	1.1%
Sprott Physical Gold Trust Shares	Other securities	—	$528K	$592K	1.1%
Walt Disney Co. Shares	Common Stock	—	$575K	$568K	1.1%
Bank of America Corporation Shares	Common Stock	—	$461K	$561K	1.0%
Honeywell International Inc. Shares	Common Stock	—	$526K	$560K	1.0%
Ecolab Inc. Shares	Common Stock	—	$433K	$557K	1.0%
Sector SPDR Utilities Select ETF Shares	Other securities	—	$512K	$547K	1.0%
U.S. Bancorp Shares	Common Stock	—	$490K	$539K	1.0%
Medtronic PLC Shares	Common Stock	—	$569K	$531K	1.0%
PepsiCo, Inc. Shares	Common Stock	—	$613K	$526K	1.0%
Zimmer Bitomet Holdings, Inc. Shares	Common Stock	—	$621K	$512K	1.0%
Intercontinental Exchange, Inc. Shares	Common Stock	—	$456K	$497K	0.9%
Colgate-Palmolive Company Shares	Other securities	—	$439K	$493K	0.9%
Coca-Cola Company Shares	Other securities	—	$478K	$472K	0.9%
Visa Inc. Shares	Common Stock	—	$360K	$470K	0.9%
American Express Shares	Other securities	—	$281K	$464K	0.9%
Pfizer Inc. Shares	Common Stock	—	$519K	$462K	0.9%
Merck & Co Inc. Shares	Common Stock	—	$504K	$437K	0.8%
iShares US Consumer Staples ETF Shares	Other securities	—	$288K	$276K	0.5%
Sector SPDR Materials Select ETF Shares	Other securities	—	$275K	$253K	0.5%
Sector SPDR Consumer Staples ETF Shares	Other securities	—	$194K	$205K	0.4%