Original filing (PDF)20251006103528NAL0003274417001

SANHUA INTERNATIONAL INC

Name: SANHUA INTERNATIONAL INC — SANHUA INTERNATIONAL INC 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: SANHUA INTERNATIONAL INC

Form 5500

FILING_RECEIVED

SANHUA INTERNATIONAL INC 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

165

Accounts w/ balance

176

Plan assets (EOY)

$9.5M

Net assets (EOY)

$9.5M

How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 339K (14% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).

Decision-maker contacts

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

Plan sponsor

Name

SANHUA INTERNATIONAL INC

EIN

30-0102049

Address

252 FALLBROOK DR · STE 400 · HOUSTON, TX · 77038

Phone

(614) 873-7400

Industry

All Other Professional Services· 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

2025-10-06

Pension benefit codes

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)

3H · Sponsor in controlled / affiliated group

2U · Association Retirement Plan

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$24K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GALLAGHER FIDUCIARY ADVISORS LLC	36-4291971	—	ADVISOR	$22K	—

Investments

30 direct securities· $9.5M(100% of reported assets)

Other securities

$9.2M

27 holdings

U.S. Treasuries

$187K

1 holding

Cash / Money Market

$104K

1 holding

Bonds / Notes

$41K

1 holding

					% of plan
Fidelity 500 Index Fund	Other securities	—	—	$1.9M	19.7%
Fidelity Blue Chip Growth Fund	Other securities	—	—	$1.4M	14.2%
Fidelity Freedom Index 2030	Other securities	—	—	$722K	7.6%
Fidelity Freedom Index 2050	Other securities	—	—	$690K	7.2%
Fidelity Freedom Index 2055	Other securities	—	—	$688K	7.2%
Fidelity Freedom Index 2045	Other securities	—	—	$609K	6.4%
Fidelity Freedom Index 2040	Other securities	—	—	$544K	5.7%
Fidelity Freedom Index 2025	Other securities	—	—	$526K	5.5%
Fidelity Freedom Index 2035	Other securities	—	—	$512K	5.4%
Fidelity Freedom Index 2060	Other securities	—	—	$276K	2.9%
American Funds American Mutual Fund	Other securities	—	—	$246K	2.6%
Fidelity Freedom Index 2020	Other securities	—	—	$217K	2.3%
JPMorgan Government Bond Fund	U.S. Treasuries	—	—	$187K	2.0%
Fidelity Global Ex-US Index Fund	Other securities	—	—	$141K	1.5%
Allspring Special Mid Cap Value Fund	Other securities	—	—	$114K	1.2%
Fidelity Government Money Market Fund	Cash / Money Market	—	—	$104K	1.1%
Fidelity Freedom Index 2065	Other securities	—	—	$97K	1.0%
Fidelity Total Bond Fund	Other securities	—	—	$96K	1.0%
Fidelity Mid Cap Index Fund	Other securities	—	—	$91K	1.0%
T. Rowe Price Dividend Growth Fund	Other securities	—	—	$77K	0.8%
American Funds New World Fund	Other securities	—	—	$73K	0.8%
Fidelity U.S. Bond Index Fund	Other securities	—	—	$69K	0.7%
Fidelity Small Cap Index Fund	Other securities	—	—	$54K	0.6%
Participant Loans 4.25% - 9.50% 0	Bonds / Notes	—	—	$41K	0.4%
Fidelity International Capital Appreciation	Other securities	—	—	$37K	0.4%
Fidelity Small Cap Growth Fund	Other securities	—	—	$33K	0.4%
Fidelity Freedom Index Income	Other securities	—	—	$18K	0.2%
Cohen & Steers Realty Shares Fund	Other securities	—	—	$13K	0.1%
Fidelity Inflation PR Bond Index Fund	Other securities	—	—	$11K	0.1%
Allspring Special Small Cap Value Fund	Other securities	—	—	$1K	<0.1%