Back to filter
Original filing (PDF)20251010141435NAL0007844913004
HAWORTH INTERNATIONAL, LTD.
Form 5500
FILING_RECEIVED
HAWORTH 401(K) PLAN
401(k) retirement plan
Signals · 1
90% in single holding
Active participants
2,709
Accounts w/ balance
3,808
Plan assets (EOY)
$421.0M
Net assets (EOY)
$421.0M
How this plan invests
This plan
5 pooled trusts
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Participation health
100
Knocking points off
- Top holding "CurrentValue" is 90% of plan.
Helping the score
- Below-peer total fees (6 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HAWORTH INTERNATIONAL, LTD..
Plan sponsor
Name
HAWORTH INTERNATIONAL, LTD.
EIN
38-2101981
Address
ONE HAWORTH CENTER · HOLLAND, MI · 494239576
Phone
(616) 393-3000
Industry
Manufacturingsee all
Plan administrator
Name
HAWORTH, INC.
EIN
38-6053093
City
HOLLAND, MI
Phone
(616) 393-3000
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HUNGERFORD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $265K | — |
Investments
2 direct securities · 5 pooled funds· $333.1M(79% 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.
Common Collective Trust
$289.3M
5 holdings
Uncategorized
$43.8M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NORTHERN TRUST S&P 500 NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $152.2M | 36.2% | |
| GALLIARD STABLE RETURN FUND Q GALLIARD CAPITAL MANAGEMENT, LLC · EIN 52-2250959 / PN 001 | Common Collective Trust | — | — | $59.0M | 14.0% | |
| CurrentValue | — | — | — | $39.4M | 9.4% | |
| PIMCO TOTAL RETURN COLLECTIVE TRUST PIMCO COLLECTIVE INVESTMENT TRUST · EIN 27-0834899 / PN 035 | Common Collective Trust | — | — | $39.4M | 9.4% | |
| BLACKROCK MSCI ACWI EX US R BLACKROCK INSTITUTIONAL TRUST · EIN 45-4431141 / PN 001 | Common Collective Trust | — | — | $21.8M | 5.2% | |
| NORTHERN TRUST S&P MCAP TIER 3 NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 105 | Common Collective Trust | — | — | $17.0M | 4.0% | |
| PN 003 Page 17 (e) | — | — | — | $4.4M | 1.1% |