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Original filing (PDF)20241012105336NAL0013283923001
H. H. BARNUM COMPANY
Form 5500
FILING_RECEIVED
H. H. BARNUM COMPANY 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
272
Accounts w/ balance
248
Plan assets (EOY)
$31.2M
Net assets (EOY)
$31.2M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for H. H. BARNUM COMPANY.
Plan sponsor
Name
H. H. BARNUM COMPANY
EIN
38-1753585
Address
7915 LOCHLIN DRIVE · BRIGHTON, MI · 48116
Phone
(248) 486-7245
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-12
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH RETIREMENT & BENEFIT | 13-5674085 | — | NONE | $34K | — |
| ASCENSUS LLC | 11-3665754 | — | NONE | $23K | — |
| DOEREN MAYHEW & CO., PC | — | TROY, MI | NONE | $13K | — |
Investments
1 pooled fund· $5.3M(17% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PUTNAM STABLE VALUE 20 PUTNAM STABLE VALUE FUNDS · EIN 04-3159710 / PN 732 | Common Collective Trust | $5.3M | 17.1% |