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Original filing (PDF)20251015154645NAL0010124930001
HILLANDALE GETTYSBURG, LP
Form 5500
FILING_RECEIVED
HILLANDALE GETTYSBURG LP EMPLOYEE SAVINGS & RETIREMENT PLAN
401(k) retirement plan
Active participants
892
Accounts w/ balance
500
Plan assets (EOY)
$34.6M
Net assets (EOY)
$34.6M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
80
Knocking points off
- 64 bps in Schedule C fees — 121% above peer band of 29 bps.
- 56% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HILLANDALE GETTYSBURG, LP.
Plan sponsor
Name
HILLANDALE GETTYSBURG, LP
EIN
23-2975280
Address
3910 OXFORD ROAD · GETTYSBURG, PA · 17325
Phone
(717) 528-4308
Industry
Agriculture, Forestry, Fishing, Huntingsee 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
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)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LOUIS PLUNG & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $215K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MESIROW FINANCIAL, INC. | 36-3194849 | — | INVESTMENT ADVISORY-PLAN | $7K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | 93-0987232 | — | BROKER | $0 | — |
Investments
32 direct securities· $34.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds 2030 Trgt Dt Ret R6 | — | — | — | $6.0M | 17.4% | |
| American Funds American Funds 2020 Trgt Dt Ret R6 | — | — | — | $3.6M | 10.4% | |
| American Funds American Funds 2040 Trgt Dt Ret R6 | — | — | — | $3.3M | 9.5% | |
| American Funds American Funds 2035 Trgt Dt Ret R6 | — | — | — | $3.1M | 8.9% | |
| American Funds American Funds 2025 Trgt Dt Ret R6 | — | — | — | $3.1M | 8.8% | |
| Fidelity 500 Index | — | — | — | $2.2M | 6.4% | |
| American Funds American Funds 2045 Trgt Dt Ret R6 | — | — | — | $1.7M | 5.0% | |
| American Funds American Funds 2050 Trgt Dt Ret R6 | — | — | — | $1.4M | 3.9% | |
| Participants Notes Receivable with interest rates of 5.25% to 10.50% | — | — | — | $912K | 2.6% | |
| DFA US Lg Cap Gr Instl | — | — | — | $876K | 2.5% | |
| Vanguard Short Term Bd Index Adm | — | — | — | $835K | 2.4% | |
| Transamerica Life Ins Co Transamerica Stbl Val Core Op | — | — | — | $814K | 2.4% | |
| Fidelity Intl Index | — | — | — | $781K | 2.3% | |
| Vanguard Gr Index Adm | — | — | — | $731K | 2.1% | |
| JPMorgan Core Bd R6 | — | — | — | $707K | 2.0% | |
| American Funds American Funds 2055 Trgt Dt Ret R6 | — | — | — | $652K | 1.9% | |
| Fidelity Lg Cap Val Index | — | — | — | $534K | 1.5% | |
| American Funds American Funds American Mtl R6 | — | — | — | $474K | 1.4% | |
| Fidelity Mid Cap Index | — | — | — | $470K | 1.4% | |
| American Funds American Funds Washington Mtl R6 | — | — | — | $388K | 1.1% | |
| Dimensional DFA US Vector Eq I | — | — | — | $382K | 1.1% | |
| Vanguard Small-Cap Val Index Fund | — | — | — | $327K | 0.9% | |
| American Funds American Funds 2060 Trgt Dt Ret R6 | — | — | — | $274K | 0.8% | |
| American Funds American Funds Capital World G/I R6 | — | — | — | $261K | 0.8% | |
| Vanguard Mid-Cap Gr Index Admiral | — | — | — | $258K | 0.7% | |
| American Funds American Funds 2010 Trgt Dt Ret R6 | — | — | — | $174K | 0.5% | |
| Dimensional DFA US Small Cap Gr Instl | — | — | — | $121K | 0.4% | |
| American Funds American Funds 2065 Trgt Dt Ret R6 | — | — | — | $102K | 0.3% | |
| American Funds American Funds New World R6 | — | — | — | $71K | 0.2% | |
| Vanguard Intmdt-Trm Trs Idx Admiral | — | — | — | $51K | 0.1% | |
| American Funds American Funds 2070 Trgt Date Retire R6 | — | — | — | $35K | 0.1% | |
| American Funds American Funds 2015 Trgt Dt Ret R6 | — | — | — | $24K | <0.1% |