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Original filing (PDF)20251013082834NAL0002067698001
HIOSSEN, INC.
Form 5500
FILING_RECEIVED
HIOSSEN, INC. RETIREMENT PLAN
401(k) retirement plan
Signals · 2
~84 bps in Sched C feesNo recordkeeper disclosed
Active participants
374
Accounts w/ balance
315
Plan assets (EOY)
$10.2M
Net assets (EOY)
$10.2M
How this plan invests
This plan
18 pooled trusts
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 84 bps in Schedule C fees — 190% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HIOSSEN, INC..
Plan sponsor
Name
HIOSSEN, INC.
EIN
20-4077874
Address
85 BEN FAIRLESS DR · FAIRLESS HILLS, PA · 190305012
Phone
(267) 420-0058
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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KLICHS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $86K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEXT FINANCIAL GROUP INC | 54-1900002 | — | OTHER SERVICES | $0 | — |
Investments
19 direct securities · 18 pooled funds· $10.2M(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.
Common Collective Trust
$6.7M
13 holdings
Pooled Separate Account
$2.2M
5 holdings
Uncategorized
$998K
18 holdings
Guaranteed Income / GIC
$345K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.8M | 18.0% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.5M | 14.6% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.2M | 11.5% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $903K | 8.8% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $808K | 7.9% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $664K | 6.5% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $538K | 5.3% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $425K | 4.2% | |
| Franklin Mutual Advisers, LLC Franklin DynaTech Fund Class R6 | — | — | — | $373K | 3.6% | |
| * Principal Fixed Income Guaranteed Option | Guaranteed Income / GIC | — | — | $345K | 3.4% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $344K | 3.4% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $306K | 3.0% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $255K | 2.5% | |
| and maturity dates through October 2029 | — | — | — | $154K | 1.5% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $113K | 1.1% | |
| BlackRock Advisors, LLC BlackRock Equity Dividend Fund K Shares | — | — | — | $107K | 1.0% | |
| Invesco Gold & Special Minerals Fund Class R6 | — | — | — | $73K | 0.7% | |
| Invesco Developing Markets Fund Class R6 | — | — | — | $44K | 0.4% | |
| Invesco Corporate Bond Fund Class R6 | — | — | — | $40K | 0.4% | |
| Capital Research and Mgmt Co American Funds EuroPacific Growth Fund Class R6 | — | — | — | $36K | 0.4% | |
| MFS Investment Management MFS International Intrinsic Value Fund Class R6 | — | — | — | $32K | 0.3% | |
| JP Morgan Investment Mgmt Inc. JPMorgan Mid Cap Value Fund Class R6 | — | — | — | $26K | 0.3% | |
| Fidelity Management & Research Fidelity Advisor Government Income Fund Class Z | — | — | — | $22K | 0.2% | |
| PIMCO Income Insutitutional Fund | — | — | — | $18K | 0.2% | |
| Legg Mason Institutional Funds ClearBridge Small Cap Growth Fund Class IS | — | — | — | $18K | 0.2% | |
| PGIM Investments, LLC PGIM Jennison Mid-Cap Growth Fund Class R6 | — | — | — | $14K | 0.1% | |
| Macquarie Small Cap Value Fund Class R6 | — | — | — | $12K | 0.1% | |
| Principal Inflation Protection Separate Account | — | — | — | $9K | <0.1% | |
| PRIN INFLATION PROTECT SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 099 | Pooled Separate Account | — | — | $9K | <0.1% | |
| PRIN HIGH INCOME SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 101 | Pooled Separate Account | — | — | $9K | <0.1% | |
| PGIM Investments, LLC PGIM Global Real Estate Fund Class R6 | — | — | — | $7K | <0.1% | |
| Principal LifeTime Hybrid Income Collective Investment Fund | — | — | — | $7K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $7K | <0.1% | |
| Invesco Main Street Mid Cap Fund Class R6 | — | — | — | $6K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $3K | <0.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $2K | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% |
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