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Original filing (PDF)20251002131218NAL0000535745001
HOAGLAND, LONGO, MORAN, DUNST & DOUKAS, LLP
Form 5500
FILING_RECEIVED
HOAGLAND, LONGO, MORAN, DUNST & DOUKAS 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
117
Accounts w/ balance
177
Plan assets (EOY)
$45.6M
Net assets (EOY)
$45.6M
How this plan invests
This plan
24 pooled trusts
Schedule D
37 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.
Helping the score
- Below-peer total fees (8 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOAGLAND, LONGO, MORAN, DUNST & DOUKAS, LLP.
Plan sponsor
Name
HOAGLAND, LONGO, MORAN, DUNST & DOUKAS, LLP
EIN
22-2135615
Address
40 PATERSON STREET · NEW BRUNSWICK, NJ · 089031205
Phone
(732) 545-4717
Industry
Law Offices· Professional & Technical Servicessee 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
2025-10-02
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
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)
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $12K | — |
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | INVESTMENT ADVISORY | $0 | — |
| 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 | $23K | — |
Investments
36 direct securities · 24 pooled funds· $75.5M(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.
Uncategorized
$39.7M
36 holdings
Common Collective Trust
$22.0M
13 holdings
Pooled Separate Account
$13.8M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal | — | — | — | $6.0M | 13.3% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $6.0M | 13.3% | |
| PRINCIPAL STABLE VAL PREF FD PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $5.0M | 11.1% | |
| Principal | — | — | — | $2.5M | 5.6% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $2.5M | 5.6% | |
| T. Rower Price/Brown Advisory | — | — | — | $2.5M | 5.4% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $2.5M | 5.4% | |
| Principal Global Investors | — | — | — | $2.3M | 5.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $2.3M | 5.1% | |
| Principal | — | — | — | $2.1M | 4.7% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $2.1M | 4.7% | |
| Principal Global Investors | — | — | — | $2.1M | 4.7% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $2.1M | 4.7% | |
| Principal Global Investors | — | — | — | $2.0M | 4.4% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $2.0M | 4.4% | |
| Eaton Vance | — | — | — | $1.7M | 3.8% | |
| Principal | — | — | — | $1.6M | 3.6% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.6M | 3.6% | |
| Capital Research and Management Co | — | — | — | $1.4M | 3.1% | |
| Principal | — | — | — | $1.4M | 3.0% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.4M | 3.0% | |
| Capital Research and Management Co | — | — | — | $1.3M | 2.8% | |
| Principal Global Investors | — | — | — | $1.3M | 2.8% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $1.3M | 2.8% | |
| Principal | — | — | — | $1.2M | 2.7% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.2M | 2.7% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $1.2M | 2.7% | |
| LA Capital Management/Victory | — | — | — | $1.2M | 2.7% | |
| Principal | — | — | — | $1.2M | 2.6% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.2M | 2.6% | |
| JP Morgan Funds | — | — | — | $967K | 2.1% | |
| Principal Global Investors | — | — | — | $822K | 1.8% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $822K | 1.8% | |
| Principal Global Investors | — | — | — | $756K | 1.7% | |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $756K | 1.7% | |
| Principal Global Investors | — | — | — | $750K | 1.6% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $750K | 1.6% | |
| Lord Abbett | — | — | — | $625K | 1.4% | |
| Federated Hermes | — | — | — | $622K | 1.4% | |
| Columbia Funds | — | — | — | $586K | 1.3% | |
| JP Morgan Funds | — | — | — | $575K | 1.3% | |
| Franklin Templeton Investments | — | — | — | $571K | 1.3% | |
| Principal | — | — | — | $455K | 1.0% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $455K | 1.0% | |
| Notes Receivable from Participants | — | — | — | $287K | 0.6% | |
| Principal | — | — | — | $264K | 0.6% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $264K | 0.6% | |
| PIMCO Funds | — | — | — | $152K | 0.3% | |
| Principal Global Investors | — | — | — | $102K | 0.2% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $102K | 0.2% | |
| Calvert Asset | — | — | — | $76K | 0.2% | |
| Capital Research and Management Co | — | — | — | $53K | 0.1% | |
| Principal | — | — | — | $44K | <0.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $44K | <0.1% | |
| Capital Research and Management Co | — | — | — | $43K | <0.1% | |
| Principal | — | — | — | $30K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $30K | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $18K | <0.1% | |
| Principal | — | — | — | $18K | <0.1% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $0 | <0.1% |