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Original filing (PDF)20250904091127NAL0009607939001
HAUMILLER ENGINEERING
Form 5500
FILING_RECEIVED
HAUMILLER ENGINEERING 401K
401(k) retirement plan
Active participants
219
Accounts w/ balance
247
Plan assets (EOY)
$21.2M
Net assets (EOY)
$21.2M
How this plan invests
This plan
1 pooled trust
Schedule D
29 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 (9 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HAUMILLER ENGINEERING.
Plan sponsor
Name
HAUMILLER ENGINEERING
EIN
36-2519124
Address
370 JOSEPH DRIVE · SOUTH ELGIN, IL · 60177
Phone
(847) 695-9111
Industry
Manufacturingsee 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
2025-09-04
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $19K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
29 direct securities · 1 pooled fund· $20.1M(95% 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.
Registered Investment Companies
$20.1M
29 holdings
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $3.2M | 15.3% | |
| VAN CASH RES FED MON MKT ADMRL | Registered Investment Companies | — | — | $2.8M | 13.4% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.5M | 7.0% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $1.3M | 6.3% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $1.2M | 5.5% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.1M | 5.1% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $910K | 4.3% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $854K | 4.0% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $822K | 3.9% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $787K | 3.7% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $678K | 3.2% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $664K | 3.1% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $635K | 3.0% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $497K | 2.4% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $483K | 2.3% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $479K | 2.3% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $435K | 2.1% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $371K | 1.8% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $280K | 1.3% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $262K | 1.2% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $180K | 0.9% | |
| VANGUARD SHORT TERM INV GR ADM | Registered Investment Companies | — | — | $174K | 0.8% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $122K | 0.6% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $106K | 0.5% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $97K | 0.5% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $64K | 0.3% | |
| COHEN & STEERS REALTY SHARES Z | Registered Investment Companies | — | — | $49K | 0.2% | |
| TRP SPECTRUM CONSERV ALLOC | Registered Investment Companies | — | — | $19K | <0.1% | |
| VANGUARD LIFESTRATEGY GROWTH | Registered Investment Companies | — | — | $4K | <0.1% | |
| NYL ANCHOR ACCOUNT 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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