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Original filing (PDF)20250924174701NAL0007823265001
HUBBARDTON FORGE, LLC
Form 5500
FILING_RECEIVED
HUBBARDTON FORGE SAVINGS AND RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
197
Accounts w/ balance
293
Plan assets (EOY)
$19.7M
Net assets (EOY)
$19.7M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HUBBARDTON FORGE, LLC.
Plan sponsor
Name
HUBBARDTON FORGE, LLC
EIN
20-3535651
Address
154 ROUTE 30 · CASTLETON, VT · 05735
Phone
(802) 468-3090
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
2025-09-24
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
BDMP ASSURANCE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $39K | — |
| PENSIONMARK FINANCIAL GROUP | 61-1758632 | — | NONE | $26K | — |
Investments
22 direct securities· $19.3M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| John Hancock Bond R6 | — | — | — | $3.8M | 19.4% | |
| Fidelity 500 Index | — | — | — | $3.1M | 15.8% | |
| The Standard Cash Account ** 14 * The Standard Stable Asset Fund | — | — | — | $2.5M | 12.5% | |
| Fidelity Inter Index | — | — | — | $2.3M | 11.5% | |
| Vanguard Value Index Admiral | — | — | — | $1.5M | 7.6% | |
| American Funds American Balanced | — | — | — | $1.4M | 7.2% | |
| Vanguard Growth Index Admiral | — | — | — | $1.3M | 6.4% | |
| Vanguard Small Cap Index Admiral | — | — | — | $759K | 3.9% | |
| Vanguard Information Technology Index Adm | — | — | — | $443K | 2.2% | |
| MFS Mid Cap Value R6 | — | — | — | $438K | 2.2% | |
| Vanguard Mid Cap Growth Index Admiral | — | — | — | $437K | 2.2% | |
| MFS Growth R6 | — | — | — | $311K | 1.6% | |
| from participants maturities through 2029 -0- | — | — | — | $308K | 1.6% | |
| T. Rowe Price Health Sciences Fund Inc | — | — | — | $259K | 1.3% | |
| Putnam Small Cap Growth R6l | — | — | — | $151K | 0.8% | |
| Vanguard Small Cap Value Index Admiral | — | — | — | $147K | 0.7% | |
| Vanguard Energy Index Admiral | — | — | — | $92K | 0.5% | |
| MFS International Growth R5 | — | — | — | $51K | 0.3% | |
| Fidelity U.S. Bond Index | — | — | — | $51K | 0.3% | |
| Vanguard Financials Index Admiral | — | — | — | $19K | <0.1% | |
| Franklin Utilities ADV | — | — | — | $19K | <0.1% | |
| Cohen & Steers Reality Income | — | — | — | $19K | <0.1% |