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Original filing (PDF)20251013134728NAL0000670883001
HARRELL-FISH, INC.
Form 5500
FILING_RECEIVED
HARRELL-FISH, INC. PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
134
Accounts w/ balance
159
Plan assets (EOY)
$16.8M
Net assets (EOY)
$16.8M
How this plan invests
This plan
55 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HARRELL-FISH, INC..
Plan sponsor
Name
HARRELL-FISH, INC.
EIN
35-1629771
Address
P.O. BOX 1998 · BLOOMINGTON, IN · 474021998
Phone
(812) 339-2579
Industry
Plumbing, Heating, AC Contractors· Constructionsee 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
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)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsTPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $51K | — |
| BLUE BENEFITS CONSULTING, INC. | 35-1907899 | — | CONTRACT ADMINISTRATOR | $2K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROBERT W. BAIRD & CO. INCORPORATED | 39-6037917 | — | OTHER SERVICES | $0 | — |
| BAIRD INSURANCE SERVICES INC | 39-1236032 | — | OTHER SERVICES | $0 | — |
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
37 direct securities· $19.1M(100% of reported assets)
Uncategorized
$17.0M
35 holdings
Guaranteed Income / GIC
$2.2M
1 holding
Mutual Funds
$5K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal Life Insurance Company Pooled Separate Accounts Prin Core Fix Inc Sep Acct-Z | — | — | $165K | $2.9M | 17.5% | |
| Vanguard Group Registered Investment Company Vanguard Growth Index Adm Fund** | — | — | $11K | $2.4M | 14.2% | |
| Principal Fixed Income Guaranteed Option 1.55% | Guaranteed Income / GIC | — | — | $2.2M | 12.9% | |
| The American Funds Registered Investment Company Am Fds Grth Fd of Am R6 Fund** | — | — | — | $1.6M | 9.3% | |
| Growth Fund of America/T 20,982 shares | — | — | $21K | $1.6M | 9.3% | |
| Principal Global Investors Diversified International S 8,267 shares | — | — | $8K | $1.1M | 6.4% | |
| Principal Life Insurance Company Pooled Separate AccountsPrin SmCap S&P 600 Index SA-Z** | — | — | $8K | $836K | 5.0% | |
| Principal Global Investors Equity Income Separate 11,690 shares | — | — | $12K | $719K | 4.3% | |
| Vanguard Group Registered Investment Company Vanguard Equity-Inc Adm Fund** | — | — | $7K | $610K | 3.6% | |
| Principal Global Investors LargeCap S&P 500 Index 1,804 shares | — | — | $2K | $598K | 3.6% | |
| Principal Global Investors MidCap S&P 400 Index S 4,568 shares | — | — | $5K | $500K | 3.0% | |
| Dimensional Fund Advisors Registered Investment Company DFA Global Equity I Fund** | — | — | $11K | $368K | 2.2% | |
| Vanguard Group Registered Investment Company Vanguard Sm Cap Val Idx Adm Fd** | — | — | $4K | $350K | 2.1% | |
| Vanguard Group Registered Investment Company Vanguard MidCp Grth Idx Adm Fd** | — | — | — | $320K | 1.9% | |
| Vanguard Mid-Cap Growth 2,925 shares | — | — | $3K | $320K | 1.9% | |
| Principal Real Estate Inv - Estate Securities Separate 3,248 shares | — | — | $3K | $280K | 1.7% | |
| Vanguard Group Registered Investment Company Vanguard Tl Stk Mkt Idx Adm Fd** | — | — | — | $253K | 1.5% | |
| Vanguard Total Stock Market 1,794 shares | — | — | $2K | $253K | 1.5% | |
| Vanguard Group Registered Investment Company Vgd Ttl Intl Stk Idx Adm Fd** | — | — | — | $210K | 1.3% | |
| Vanguard Total International 6,635 shares | — | — | $7K | $210K | 1.3% | |
| The American Funds Registered Investment Company Amer Funds Amer Bal R6 Fd** | — | — | — | $198K | 1.2% | |
| Balanced Investments American Balanced Fund 5,770 shares | — | — | $6K | $198K | 1.2% | |
| Principal Global Investors Trust Co Common/Collective TrustPRIN LIFETIME HYBR 2055 CIT Z ** 981 * JP Morgan Funds Registered Investment Company Undisc Mgrs Behav Value R6 Fd** | — | — | — | $186K | 1.1% | |
| Undiscovered Managers 2,206 shares | — | — | $2K | $186K | 1.1% | |
| Vanguard Group Registered Investment Company Vanguard MidCap Val Idx Adm Fd** | — | — | — | $180K | 1.1% | |
| Vanguard Mid-Cap Value 2,143 shares | — | — | $2K | $180K | 1.1% | |
| Principal Global Investors Trust Co Common/Collective TrustPrin LifeTime Hybr Inc CIT Z ** 470 * Principal Global Investors Trust Co Common/Collective TrustPrin LifeTime Hybr 2045 CIT Z | — | — | $3K | $169K | 1.0% | |
| Multiple Sub-Advisors - Hybrid Income CIT Z 21 shares 470 * Insight/Polen/Post - Principal Separate Account-Z 4,258 shares | — | — | $4K | $139K | 0.8% | |
| Vanguard Group Registered Investment Company Vanguard Sm Cap Gr Idx Adm Fd** | — | — | $1K | $116K | 0.7% | |
| Multiple Sub-Advisors - Hybrid 2055 CIT Z 18 shares 981 Multiple Sub-Advisors - Hybrid 2060 CIT Z 766 shares | — | — | — | $20K | 0.1% | |
| Dimensional Fund Advisors Registered Investment Company DFA Inter Gov Fixed Inc I Fd** | Mutual Funds | — | $437K | $5K | <0.1% | |
| The American Funds Registered Investment Company AM FDS FNDMTL INV R6 FUND** 693 * Dimensional Fund Advisors Registered Investment Company DFA Emerg Mrkts Small Cap I Fd** | — | — | — | $3K | <0.1% | |
| DFA Emerging Markets 127 shares | — | — | — | $3K | <0.1% | |
| party interest, collateral, par or maturity value (d) Cost (e) Current value * The American Funds Registered Investment Company Am Fds EuroPacific Grth R6 Fd** | — | — | — | $3K | <0.1% | |
| EuroPacific Growth Fund 48,286 shares | — | — | $48K | $3K | <0.1% | |
| PGIM Investments Registered Investment Company PGIM GLOBAL TOTAL RET R6 FD** 31 * Principal Global Investors Trust Co Common/Collective TrustPRIN LIFETIME HYBR 2035 CIT Z ** 81 * Principal Global Investors Trust Co Common/Collective TrustPRIN LIFETIME HYBR 2040 CIT Z | — | — | — | $2K | <0.1% | |
| Principal Global Investors Trust Co Common/Collective TrustPRIN LIFETIME HYBR 2050 CIT Z | — | — | — | $2K | <0.1% |
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