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Original filing (PDF)20251013100718NAL0000991041001
HILLMANN CONSULTING, LLC
Form 5500
FILING_RECEIVED
HILLMANN CONSULTING 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
237
Accounts w/ balance
309
Plan assets (EOY)
$23.9M
Net assets (EOY)
$23.9M
How this plan invests
This plan
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 57 bps in Schedule C fees — 97% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HILLMANN CONSULTING, LLC.
Plan sponsor
Name
HILLMANN CONSULTING, LLC
EIN
27-1592684
Address
1600 ROUTE 22 EAST · SUITE 107 · UNION, NJ · 07083
Phone
(908) 688-7800
Industry
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
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Audit & trust (Schedule H)
Auditor
GRASSI & CO., CPAS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAINSTREET FINANCIAL SOLUTIONS | — | NEWTOWN, PA | NONE | $108K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $29K | — |
Investments
35 direct securities· $23.2M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $5.4M | 22.7% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $2.9M | 12.2% | |
| Vanguard Dividend Growth Inv Vanguard 0 | — | — | — | $1.9M | 8.0% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $1.4M | 6.0% | |
| First Eagle Global I First Eagle 0 | — | — | — | $1.4M | 5.8% | |
| Vanguard Mid-Cap Growth Inv Vanguard 0 | — | — | — | $970K | 4.1% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $928K | 3.9% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $890K | 3.7% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | — | — | — | $873K | 3.7% | |
| BlackRock Global Allocation Instl BlackRock 0 | — | — | — | $738K | 3.1% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $655K | 2.7% | |
| Vanguard S&P Mid-Cap 400 Index ETF Vanguard 0 | — | — | — | $533K | 2.2% | |
| Vanguard Short-Term Invest Grade Inv Vanguard 0 | — | — | — | $519K | 2.2% | |
| Vanguard Total World Stock Index Adm Vanguard 0 | — | — | — | $457K | 1.9% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $436K | 1.8% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $404K | 1.7% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $303K | 1.3% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $302K | 1.3% | |
| Dodge & Cox Stock Fund I Dodge 0 | — | — | — | $276K | 1.2% | |
| Shelton Cap Mgmt Nasdaq-100 Index Inv Shelton 0 | — | — | — | $261K | 1.1% | |
| Contribution Account Ascensus Trust Company 0 | — | — | — | $205K | 0.9% | |
| Vanguard Information Tech Index ETF Vanguard 0 | — | — | — | $200K | 0.8% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $189K | 0.8% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $175K | 0.7% | |
| Vanguard Wellesley Income Adm Vanguard 0 | — | — | — | $175K | 0.7% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $159K | 0.7% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $141K | 0.6% | |
| DoubleLine Total Return Bond N DoubleLine 0 | — | — | — | $124K | 0.5% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $88K | 0.4% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $71K | 0.3% | |
| American Funds Capital Inc Bldr R5 American Funds 0 | — | — | — | $33K | 0.1% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $26K | 0.1% | |
| T. Rowe Price Small Cap Value Inv T. Rowe Price 0 | — | — | — | $20K | <0.1% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $11K | <0.1% | |
| Templeton Intl Bond Adv Templeton 0 | — | — | — | $8K | <0.1% |
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