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Original filing (PDF)20250924150433NAL0003095315001
HUSKY INJECTION MOLDING SYSTEM, INC.
Form 5500
FILING_RECEIVED
HUSKY RETIREMENT SAVINGS
401(k) retirement plan
Active participants
514
Accounts w/ balance
832
Plan assets (EOY)
$175.2M
Net assets (EOY)
$175.2M
How this plan invests
This plan
2 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HUSKY INJECTION MOLDING SYSTEM, INC..
Plan sponsor
Name
HUSKY INJECTION MOLDING SYSTEM, INC.
EIN
36-2514693
Address
288 NORTH ROAD · MILTON, VT · 05468
Phone
(905) 951-5000
Industry
Wholesale 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
2025-09-24
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)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
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 | $28K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS LLC | 30-0282430 | — | CONSULTANT | $41K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $17K | — |
Investments
30 direct securities · 2 pooled funds· $184.1M(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
$170.7M
30 holdings
Common Collective Trust
$13.3M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY CONTRAFUND K6 | — | — | — | $42.5M | 24.2% | |
| T.ROWE PRICE BLUE CHIP GRTH I | — | — | — | $18.3M | 10.5% | |
| FIDELITY 500 INDEX | — | — | — | $15.6M | 8.9% | |
| FIDELITY FREEDOM 2035 K6 | — | — | — | $15.0M | 8.6% | |
| FIDELITY FREEDOM 2030 K6 | — | — | — | $11.3M | 6.5% | |
| FIDELITY FREEDOM 2040 K6 | — | — | — | $9.4M | 5.4% | |
| FIDELITY MANAGED INCOME PORTFOLIO CL2 | — | — | — | $8.9M | 5.1% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $8.9M | 5.1% | |
| FIDELITY FREEDOM 2025 K6 | — | — | — | $6.8M | 3.9% | |
| WFLD SMMD CP GR EQ D COMERICA BANK & TRUST, N.A. · EIN 82-6648070 / PN 001 | Common Collective Trust | — | — | $4.4M | 2.5% | |
| FIDELITY US BOND IDX | — | — | — | $4.1M | 2.3% | |
| GOLDMAN SACHS BOND R6 | — | — | — | $3.8M | 2.2% | |
| FIDELITY DIVERSFD INTL K6 | — | — | — | $3.2M | 1.8% | |
| FIDELITY GOVT MMKT K6 | — | — | — | $3.1M | 1.8% | |
| FIDELITY FREEDOM 2045 K6 | — | — | — | $2.9M | 1.6% | |
| FIDELITY FREEDOM 2055 K6 | — | — | — | $2.7M | 1.6% | |
| FIDELITY INTL INDEX | — | — | — | $2.7M | 1.5% | |
| FIDELITY EXTD MKT IDX | — | — | — | $2.6M | 1.5% | |
| MFS VALUE R6 | — | — | — | $2.4M | 1.4% | |
| DIMENSIONAL FUND ADVISORS US SM CAP VALUE | — | — | — | $2.4M | 1.3% | |
| NEUBERGER BERMAN HIGH INC BOND R6 | — | — | — | $2.3M | 1.3% | |
| FIDELITY FREEDOM 2050 K6 | — | — | — | $2.0M | 1.1% | |
| FIDELITY FREEDOM 2020 K6 | — | — | — | $1.9M | 1.1% | |
| VIRTUS C MDCP VL EQ R6 | — | — | — | $1.7M | 1.0% | |
| FIDELITY FREEDOM 2060 K6 | — | — | — | $1.3M | 0.7% | |
| DIMENSIONAL FUND ADVISORS EMRG MKT CORE EQ | — | — | — | $1.1M | 0.6% | |
| VANGUARD REAL EST IDX ADM | — | — | — | $843K | 0.5% | |
| FIDELITY FREEDOM INC K6 | — | — | — | $729K | 0.4% | |
| FIDELITY FREEDOM 2065 K6 | — | — | — | $417K | 0.2% | |
| FIDELITY FREEDOM 2010 K6 | — | — | — | $369K | 0.2% | |
| FIDELITY FREEDOM 2015 K6 | — | — | — | $188K | 0.1% | |
| PIM INFL RESP MA IS | — | — | — | $160K | <0.1% |