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Original filing (PDF)20250929125231NAL0011306561001
HAHN LOESER & PARKS LLP
Form 5500
FILING_RECEIVED
HLP A PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
180
Accounts w/ balance
228
Plan assets (EOY)
$33.1M
Net assets (EOY)
$33.1M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (17 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HAHN LOESER & PARKS LLP.
Plan sponsor
Name
HAHN LOESER & PARKS LLP
EIN
34-0410308
Address
200 PUBLIC SQUARE · SUITE 2800 · CLEVELAND, OH · 441142316
Phone
(212) 621-0150
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-29
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PLANTE MORAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SRVCS | 01-0233346 | — | RETAINED BY EMPLOYER | $30K | — |
| UBS FINANCIAL SERVICE INC. | 13-2638166 | NEW YORK, NY | CONSULTING FEES | $28K | — |
Investments
29 direct securities · 1 pooled fund· $33.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$32.5M
29 holdings
Common Collective Trust
$617K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Amer Target 2035 Fund R6 | — | — | — | $4.8M | 14.4% | |
| American Funds Amer Target 2025 Fund R6 | — | — | — | $4.6M | 13.9% | |
| American Funds Amer Target 2020 Fund R6 | — | — | — | $4.5M | 13.5% | |
| American Funds Amer Target 2015 Fund R6 | — | — | — | $3.7M | 11.2% | |
| Charles Schwab Participant self-directed brokerage accounts | — | — | — | $3.2M | 9.7% | |
| American Funds Amer Target 2040 Fund R6 | — | — | — | $3.1M | 9.5% | |
| American Funds Amer Target 2045 Fund R6 | — | — | — | $2.1M | 6.2% | |
| American Funds Amer Target 2030 Fund R6 | — | — | — | $1.9M | 5.8% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $1.5M | 4.5% | |
| American Funds Amer Target 2050 Fund R6 | — | — | — | $690K | 2.1% | |
| METLIFE STABLE VALUE SOLUTIONS WILMINGTON TRUST CTF · EIN 81-3301561 / PN 505 | Common Collective Trust | — | — | $617K | 1.9% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth I | — | — | — | $551K | 1.7% | |
| Hartford Funds Hartford Div and Growth R6 | — | — | — | $304K | 0.9% | |
| American Funds Amer Target 2055 Fund R6 | — | — | — | $264K | 0.8% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $242K | 0.7% | |
| Fidelity Investments Fidelity US Bond Index Fund | — | — | — | $241K | 0.7% | |
| American Funds Amer Target 2060 Fund R6 | — | — | — | $146K | 0.4% | |
| John Hancock** John Hancock Bond Fund R6 | — | — | — | $134K | 0.4% | |
| Participants** Participant loans - Bearing interest rates between 4.25 and 10 percent - | — | — | — | $125K | 0.4% | |
| PIMCO Income Fund Inst | — | — | — | $75K | 0.2% | |
| Fidelity Investments Fidelity International Index Fund | — | — | — | $65K | 0.2% | |
| Federated Hermes Federated Hermes KF Small Cap R6 | — | — | — | $59K | 0.2% | |
| Fidelity Investments Fidelity Sm Cap Index Fund | — | — | — | $41K | 0.1% | |
| MFS Intl Diversification Fund R6 | — | — | — | $38K | 0.1% | |
| American Funds American High Income Trust R6 | — | — | — | $33K | <0.1% | |
| BlackRock MC Gth Eqty Prt K | — | — | — | $33K | <0.1% | |
| Macquarie Emerging Markets R6 | — | — | — | $30K | <0.1% | |
| Victory Integrity MC Value R6 | — | — | — | $17K | <0.1% | |
| Allspring Spc Small Cap Value R6 | — | — | — | $11K | <0.1% | |
| Cohen & Steers Cohen & Steers Real Est Sec Z | — | — | — | $8K | <0.1% |
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