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Original filing (PDF)20251015085933NAL0008433618001
HF GROUP LLC
Form 5500
FILING_RECEIVED
HF GROUP LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
48% in single holding
Active participants
212
Accounts w/ balance
143
Plan assets (EOY)
$8.8M
Net assets (EOY)
$8.8M
How this plan invests
This plan
13 pooled trusts
Schedule D
14 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
76
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- Top holding "flexPATH Index Moderate Retire R1 flexPATH 0" is 48% of plan.
- 67% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HF GROUP LLC.
Plan sponsor
Name
HF GROUP LLC
EIN
20-4101469
Address
1010 N SYCAMORE ST · NORTH MANCHESTER, IN · 46962
Phone
(260) 982-2107
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
2025-10-15
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
KATZ, SAPPER & MILLER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $14K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANCORA RETIREMENT ADVISORS | — | CLEVELAND, OH | ADVISOR | $19K | — |
Investments
4 direct securities · 13 pooled funds· $8.7M(99% 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
$8.3M
13 holdings
Uncategorized
$418K
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FLEXPATH INDEX MODERATE RETIRE R1 GREAT GRAY TRUST · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $4.2M | 47.4% | |
| FLEXPATH INDEX MODERATE 2035 R1 GREAT GRAY TRUST · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $1.9M | 21.2% | |
| FLEXPATH INDEX MODERATE 2045 R1 GREAT GRAY TRUST · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $788K | 8.9% | |
| NY LIFE ANCHOR ACCT SERIES I - 0 NEW YORK LIFE (RELIANCE TRUST) · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $485K | 5.5% | |
| BLACKROCK EQUITY INDEX 1 GREAT GRAY TRUST · EIN 20-3802168 / PN 101 | Common Collective Trust | — | — | $373K | 4.2% | |
| JPMorgan Large Cap Growth R6 JPMorgan 0 | — | — | — | $351K | 4.0% | |
| LARGE CAP VALUE R1 GREAT GRAY TRUST · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $265K | 3.0% | |
| FLEXPATH INDEX AGGRESSIVE 2035 R1 GREAT GRAY TRUST · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $151K | 1.7% | |
| FLEXPATH INDEX MODERATE 2055 R1 GREAT GRAY TRUST · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $137K | 1.6% | |
| Fidelity Mid Cap Index Fidelity 0 | — | — | — | $39K | 0.4% | |
| SMALL CAP GROWTH R1 GREAT GRAY TRUST · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $37K | 0.4% | |
| SMALL CAP VALUE R1 GREAT GRAY TRUST · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $36K | 0.4% | |
| Cohen & Steers Real Estate Secs Z Cohen & Steers 0 604 Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $27K | 0.3% | |
| Federated Hermes Instl Hiyd Bd IS Federated 0 | — | — | — | $2K | <0.1% | |
| FLEXPATH INDEX AGGRESSIVE 2045 R1 GREAT GRAY TRUST · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $455 | <0.1% | |
| CORE BOND R1 GREAT GRAY TRUST · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $184 | <0.1% | |
| FLEXPATH INDEX MODERATE 2025 RET A GREAT GRAY TRUST · EIN 47-2950747 / PN 229 | Common Collective Trust | — | — | $0 | <0.1% |