How big is H & N Group, Inc.'s plan?

H & N Group, Inc.'s plan reported $31.6M in assets and 55 participants for 2024.

Original filing (PDF)20250805171522NAL0002687776001

H & N Group, Inc.

Name: H & N Group, Inc. — H & N Group, Inc. 401(k) Plan, Form 5500 (2024)
Creator: H & N Group, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

H & N Group, Inc. 401(k) Plan

401(k) retirement plan · H & N Group, Inc.'s H & N Group, Inc. 401(k) Plan held $31.6M in plan assets for 55 participants in 2024, with Voya as recordkeeper.

Signals · 2

62% employer stockHigh average account balance

Active participants

Accounts w/ balance

112

Plan assets (EOY)

$31.6M

Net assets (EOY)

$31.6M

Plan identifiers

H & N Group, Inc.'s EIN is 26-3369452.

EIN 26-3369452

Plan number 001

Plan year 2024

ACK ID 20250805171522NAL0002687776001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for H & N Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

H & N Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for H & N GROUP, INC..

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How this plan invests

This plan

1 pooled trust

Schedule D

41 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (86th percentile).
High average account balance (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

H & N GROUP, INC.

EIN

all filings

Address

5580 SOUTH ALAMEDA · VERNON, CA · 90058

Phone

(323) 586-9388

Industry

Wholesale Trade

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

2025-08-05

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)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
VOYA RETIREMENT ADVISORS, LLC	02-0488491	—	SERVICE PROVIDER	$8K	—
VOYA RETIREMENT INS & ANNUITY CO	71-0294708	—	SERVICE PROVIDER	$0	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
WELLS FARGO CLEARING SERVICES, LLC

Investments

41 direct securities · 1 pooled fund· $58.8M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$27.4M

1 holding

Common Stocks

$19.6M

10 holdings

Common Collective Trusts

$5.8M

4 holdings

Mutual Funds

$5.2M

21 holdings

Other securities

$545K

3 holdings

U.S. Treasuries

$200K

1 holding

Bonds / Notes

$124K

1 holding

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

T. Rowe Price$14.1M Vanguard$5.6M Voya$4.6M American Funds (Capital Group)$2.3M Fidelity$2.0M BlackRock / iShares$1.0M JPMorgan$739K Franklin Templeton$403K Goldman Sachs$345K

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Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.

					% of plan
VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000	Pooled Separate Account	—	—	$27.4M	86.7%
Voya Retirement Insurance and Annuity Company VY T. Rowe Price Growth Equity Portfolio I	Common Stocks	—	—	$7.6M	24.2%
Voya Retirement Insurance and Annuity Company VY T. Rowe Price Capital Appreciation Portfolio Institutional	Common Stocks	—	—	$6.5M	20.5%
Voya Retirement Insurance and Annuity Company Vanguard Mid-Cap Index Fund Admiral	Common Collective Trusts	—	—	$3.2M	10.1%
Voya Retirement Insurance and Annuity Company Fidelity 500 Index Fund	Common Collective Trusts	—	—	$1.9M	6.1%
Voya Retirement Insurance and Annuity Company American Funds New Perspective R-6	Mutual Funds	—	—	$1.5M	4.7%
Voya Retirement Insurance and Annuity Company VY Baron Growth Portfolio I	Common Stocks	—	—	$1.3M	4.2%
Voya Retirement Insurance and Annuity Company Voya Fixed Account	Common Stocks	—	—	$1.3M	4.1%
Voya Retirement Insurance and Annuity Company Voya Fixed Account (4450)	Common Stocks	—	—	$1.1M	3.6%
Voya Retirement Insurance and Annuity Company Vanguard Equity-Income Fund Admiral	Mutual Funds	—	—	$957K	3.0%
Voya Retirement Insurance and Annuity Company American Funds EuroPacific Growth R-6	Mutual Funds	—	—	$789K	2.5%
Voya Retirement Insurance and Annuity Company JPMorgan Income Fund R6	Common Stocks	—	—	$739K	2.3%
Voya Retirement Insurance and Annuity Company Vanguard Small-Cap Index Fund Admiral	Common Collective Trusts	—	—	$515K	1.6%
Voya Retirement Insurance and Annuity Company Voya Intermediate Bond Fund I	Common Stocks	—	—	$419K	1.3%
Voya Retirement Insurance and Annuity Company Franklin Small Cap Growth Fund Advisor	Mutual Funds	—	—	$403K	1.3%
Goldman Sachs Access Treasury 0-1 Yr ETF Goldman Sachs Access Treasury 0-1 Year ETF	Other securities	—	$345K	$345K	1.1%
Voya Retirement Insurance and Annuity Company DFA Inflation-Protected Securities Portfolio Institutional	Mutual Funds	—	—	$331K	1.0%
Voya Retirement Insurance and Annuity Company BlackRock Mid-Cap Value K	Common Stocks	—	—	$299K	0.9%
Vanguard Exchange Traded Funds Vanguard Mortgage-Backed Securities ETF	Mutual Funds	—	$259K	$232K	0.7%
iShares Exchange Traded Funds iShares 20+ Year Treasury Bond ETF	U.S. Treasuries	—	$228K	$200K	0.6%
Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2065 Fund Investor ** 242 * Voya Retirement Insurance and Annuity Company Vanguard Target Retirement Inc Fund Investor	Mutual Funds	—	—	$180K	0.6%
Voya Retirement Insurance and Annuity Company BlackRock Technology Opportunities K	Common Stocks	—	—	$167K	0.5%
iShares Exchange Traded Funds FlexShares iBoxx 3-Year Target Duration TIPS Index Fund	Common Collective Trusts	—	$167K	$161K	0.5%
Participant Loans to participants, bearing interest from 4.25% to 9.50%	Bonds / Notes	—	—	$124K	0.4%
Vanguard Balanced Index Admiral Shares	Mutual Funds	—	$124K	$117K	0.4%
Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2035 Fund Investor	Mutual Funds	—	—	$115K	0.4%
Janus Henderson Investors Janus Henderson Balanced Fund Class I	Mutual Funds	—	$83K	$108K	0.3%
Blackrock Managed Income Fund Institutional Shares	Other securities	—	$99K	$102K	0.3%
Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2030 Fund Investor	Mutual Funds	—	—	$101K	0.3%
Voya Retirement Insurance and Annuity Company Hartford Core Equity Fund R4	Common Stocks	—	—	$97K	0.3%
iShares Exchange Traded Funds iShares Core 60/40 Balanced Allocation ETF	Other securities	—	$79K	$97K	0.3%
Dodge & Cox Dodge & Cox Balanced Fund Class I	Mutual Funds	—	$100K	$95K	0.3%
Fidelity Puritan Fidelity Puritan	Mutual Funds	—	$91K	$90K	0.3%
Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2050 Fund Investor	Mutual Funds	—	—	$65K	0.2%
Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2040 Fund Investor	Mutual Funds	—	—	$51K	0.2%
Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2045 Fund Investor	Mutual Funds	—	—	$34K	0.1%
Voya Retirement Insurance and Annuity Company Voya Goverment Money Market Fund A (Hld Acct)	Cash / Money Market	—	—	$25K	<0.1%
Voya Retirement Insurance and Annuity Company Invesco Developing Markets Y	Mutual Funds	—	—	$25K	<0.1%
Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2025 Fund Investor	Mutual Funds	—	—	$13K	<0.1%
Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2055 Fund Investor	Mutual Funds	—	—	$8K	<0.1%
Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2060 Fund Investor	Mutual Funds	—	—	$3K	<0.1%
Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2020 Fund Investor	Mutual Funds	—	—	$2K	<0.1%