Original filing (PDF)20250505103218NAL0008022673001

HAWKSTONE ASSOCIATES, INC.

Name: HAWKSTONE ASSOCIATES, INC. — HAWKSTONE ASSOCIATES, INC. RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: HAWKSTONE ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

HAWKSTONE ASSOCIATES, INC. RETIREMENT SAVINGS PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

309

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HAWKSTONE ASSOCIATES, INC..

Plan sponsor

Name

HAWKSTONE ASSOCIATES, INC.

EIN

31-1021886

Address

9171 DRY FORK ROAD · HARRISON, OH · 45030

Phone

(513) 367-9900

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-05

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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