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Original filing (PDF)20250911101942NAL0000382257001
HILL WALLACK LLP
Form 5500
FILING_RECEIVED
HILL WALLACK RETIREMENT PLAN
401(k) retirement plan
Active participants
166
Accounts w/ balance
193
Plan assets (EOY)
$23.9M
Net assets (EOY)
$23.9M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 60 bps in Schedule C fees — 108% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HILL WALLACK LLP.
Plan sponsor
Name
HILL WALLACK LLP
EIN
22-2118088
Address
21 ROSZEL ROAD BOX 5226 · PRINCETON, NJ · 085435226
Phone
(609) 734-6375
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-11
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
MERCADIEN, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT CAPITAL GROUP LLC | — | RED BANK, NJ | OTHER | $123K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $21K | — |
Investments
31 direct securities· $23.9M(100% of reported assets)
Uncategorized
$22.4M
30 holdings
Guaranteed Income / GIC
$1.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Mutual Fund | — | — | — | $4.4M | 18.5% | |
| JP Morgan Large Cap Growth R6 Mutual Fund | — | — | — | $2.1M | 9.0% | |
| , Key Guaranteed Portfolio Fund at contract value | Guaranteed Income / GIC | — | — | $1.5M | 6.2% | |
| Vanguard Total Bond Market Index Adm Mutual Fund | — | — | — | $1.3M | 5.5% | |
| Janus Henderson Balanced T Mutual Fund | — | — | — | $1.3M | 5.3% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $1.0M | 4.2% | |
| T. Rowe Price 2020 Fund Mutual Fund | — | — | — | $857K | 3.6% | |
| T. Rowe Price 2035 Fund Mutual Fund | — | — | — | $849K | 3.6% | |
| Vanguard Developed Markets Index Adm Mutual Fund | — | — | — | $846K | 3.5% | |
| T. Rowe Price 2025 Fund Mutual Fund | — | — | — | $839K | 3.5% | |
| MFS Mid Cap Value R4 Mutual Fund | — | — | — | $796K | 3.3% | |
| T. Rowe Price 2040 Fund Mutual Fund | — | — | — | $772K | 3.2% | |
| T. Rowe Price 2045 Fund Mutual Fund | — | — | — | $699K | 2.9% | |
| Fidelity Contrafund Mutual Fund | — | — | — | $681K | 2.9% | |
| T. Rowe Price 2030 Fund Mutual Fund | — | — | — | $655K | 2.7% | |
| Blackrock Equity Dividend A Mutual Fund | — | — | — | $621K | 2.6% | |
| Fidelity Inflation Protected Bond Index Mutual Fund | — | — | — | $591K | 2.5% | |
| JP Morgan Core Plus Bond R6 Mutual Fund | — | — | — | $564K | 2.4% | |
| Carillon Eagle Mid Cap Growth R6 Mutual Fund | — | — | — | $527K | 2.2% | |
| T. Rowe Price 2050 Fund Mutual Fund | — | — | — | $470K | 2.0% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $444K | 1.9% | |
| T. Rowe Price Balanced Fund Mutual Fund | — | — | — | $440K | 1.8% | |
| T. Rowe Price 2055 Fund Mutual Fund | — | — | — | $310K | 1.3% | |
| American Funds New World R6 Mutual Fund | — | — | — | $293K | 1.2% | |
| American Funds Europacific GR R6 Mutual Fund | — | — | — | $276K | 1.2% | |
| Notes receivable from participants maturities through December 16, 2029 | — | — | — | $239K | 1.0% | |
| PGIM High-Yield R6 Mutual Fund | — | — | — | $210K | 0.9% | |
| T. Rowe Price 2015 Fund Mutual Fund | — | — | — | $182K | 0.8% | |
| Pimco Real Return Admin Mutual Fund | — | — | — | $38K | 0.2% | |
| T. Rowe Price 2060 Fund Mutual Fund | — | — | — | $36K | 0.2% | |
| T. Rowe Price 2065 Fund Mutual Fund | — | — | — | $10K | <0.1% |
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