Back to filter
Original filing (PDF)20251015104815NAL0002271699001
HAND2MIND, INC.
Form 5500
FILING_RECEIVED
HAND2MIND, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
30% in single holding
Active participants
374
Accounts w/ balance
418
Plan assets (EOY)
$47.7M
Net assets (EOY)
$47.7M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "s (held by Fidelity Management Trust Company) * Fidelity Investments Growth Company K6 Fund" is 30% of plan.
Helping the score
- Below-peer total fees (10 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HAND2MIND, INC..
Plan sponsor
Name
HAND2MIND, INC.
EIN
36-0972955
Address
500 GREENVIEW COURT · VERNON HILLS, IL · 60061
Phone
(847) 816-5060
Industry
Retail Tradesee 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
2025-10-15
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MILLER COOPER & CO., LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 84-4519624 | — | CONSULTANT | $24K | — |
| MESIROW FINANCIAL, INC. | 36-3194849 | — | CONSULTANT | $23K | — |
Investments
30 direct securities· $45.5M(95% of reported assets)
Uncategorized
$31.1M
28 holdings
Mutual Funds
$14.4M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s (held by Fidelity Management Trust Company) * Fidelity Investments Growth Company K6 Fund | Mutual Funds | — | — | $14.0M | 29.5% | |
| Fidelity Investments 500 Index Fund | — | — | — | $5.3M | 11.1% | |
| Fidelity Investments Government Money Market K6 Fund | — | — | — | $2.8M | 5.8% | |
| Fidelity Investments Freedom 2030 Fund - Class K | — | — | — | $2.4M | 5.0% | |
| Fidelity Investments Freedom 2040 Fund - Class K | — | — | — | $2.3M | 4.7% | |
| Fidelity Investments Freedom 2045 Fund - Class K | — | — | — | $2.0M | 4.2% | |
| Fidelity Investments Freedom 2035 Fund - Class K | — | — | — | $1.5M | 3.2% | |
| Fidelity Investments Freedom 2025 Fund - Class K | — | — | — | $1.3M | 2.8% | |
| Fidelity Investments Freedom 2050 Fund - Class K | — | — | — | $1.3M | 2.8% | |
| JPMorgan Mid Cap Growth Fund | — | — | — | $1.2M | 2.5% | |
| Putnam Large Cap Value Fund | — | — | — | $1.2M | 2.4% | |
| Janus Capital Group Triton Fund | — | — | — | $1.1M | 2.3% | |
| Victory Capital Management Sycamore Established Value Fund | — | — | — | $1.1M | 2.2% | |
| JPMorgan Core Plus Bond R6 | — | — | — | $957K | 2.0% | |
| American Funds American Balanced Fund | — | — | — | $938K | 2.0% | |
| MFS International Divserify Fund | — | — | — | $782K | 1.6% | |
| Fidelity Investments Freedom 2020 Fund - Class K | — | — | — | $778K | 1.6% | |
| PIMCO Real Return Fund | — | — | — | $712K | 1.5% | |
| Fidelity Investments Freedom 2060 Fund - Class K | — | — | — | $678K | 1.4% | |
| Notes receivable from participants Interest ranging from 4.25% to 9.5% - | — | — | — | $521K | 1.1% | |
| Fidelity Investments Freedom 2010 Fund - Class K | — | — | — | $480K | 1.0% | |
| Fidelity Investments International Index Fund | — | — | — | $424K | 0.9% | |
| s (held by Fidelity Management Trust Company) American Beacon Small Cap Value Fund | Mutual Funds | — | — | $347K | 0.7% | |
| Fidelity Investments Extended Market Index Fund | — | — | — | $317K | 0.7% | |
| Fidelity Investments Small Cap Index Fund | — | — | — | $314K | 0.7% | |
| Fidelity Investments Emerging Markets Fund - Class K | — | — | — | $189K | 0.4% | |
| Fidelity Investments Freedom 2065 Fund - Class K | — | — | — | $179K | 0.4% | |
| Fidelity Investments U.S. Bond Index Fund | — | — | — | $178K | 0.4% | |
| Fidelity Investments Freedom Income Fund | — | — | — | $138K | 0.3% | |
| Fidelity Investments Freedom 2015 Fund - Class K | — | — | — | $68K | 0.1% |