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Original filing (PDF)20251013123841NAL0001317089001
HURON, INC.
Form 5500
FILING_RECEIVED
HURON, INC. RETIREMENT SAVINGS & INVESTMENT PLAN
401(k) retirement plan
Active participants
105
Accounts w/ balance
118
Plan assets (EOY)
$12.2M
Net assets (EOY)
$12.2M
How this plan invests
This plan
10 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HURON, INC..
Plan sponsor
Name
HURON, INC.
EIN
38-2546791
Address
6554 LAKESHORE ROAD · LEXINGTON, MI · 48450
Phone
(810) 359-5344
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DOEREN MAYHEW ASSURANCE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $5K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREGORY J SCHWARTZ & COMPANY INC | — | BLOOMFIELD HILLS, MI | OTHER | $33K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $861 | — |
Investments
22 direct securities · 10 pooled funds· $12.3M(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.
Common Collective Trust
$7.6M
10 holdings
Uncategorized
$4.7M
22 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| INDEXSELECT AGGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $2.8M | 23.1% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $2.7M | 22.3% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $1.2M | 9.7% | |
| Fidelity 500 INDEX | — | — | — | $925K | 7.6% | |
| T-Rowe Price T. ROWE PRICE LARGE CAP GROWTH I | — | — | — | $696K | 5.7% | |
| JPMorgan EQUITY INCOME R6 | — | — | — | $508K | 4.2% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $449K | 3.7% | |
| Fidelity US BOND INDEX | — | — | — | $418K | 3.4% | |
| with various maturities | — | — | — | $262K | 2.2% | |
| INDEXSELECT MODERATE 2035 FUND CL R GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $233K | 1.9% | |
| Alliancebernstein AB GLOBAL BOND Z 4 Allspring CORE BOND R6 | — | — | — | $226K | 1.9% | |
| JPMorgan MID CAP GROWTH R6 | — | — | — | $196K | 1.6% | |
| INDEXSELECT AGGRESSIVE 2065 FUND CL GREAT GRAY · EIN 38-7275305 / PN 774 | Common Collective Trust | — | — | $190K | 1.6% | |
| American Century AMERICAN CENTURY SMALL CAP GROWTH R6 | — | — | — | $184K | 1.5% | |
| Fidelity MID CAP INDEX | — | — | — | $174K | 1.4% | |
| Empower EI FIXED ACCOUNT SERIES CLASS I | — | — | — | $163K | 1.3% | |
| Investments, at contract value | — | — | — | $163K | 1.3% | |
| PGIM Funds (Prudential) PGIM HIGH-YIELD R6 | — | — | — | $146K | 1.2% | |
| Fidelity SMALL CAP INDEX | — | — | — | $132K | 1.1% | |
| Fidelity INTERNATIONAL INDEX | — | — | — | $114K | 0.9% | |
| MFS TOTAL RETURN R6 | — | — | — | $98K | 0.8% | |
| Fidelity INFLATION PROTECTED BOND INDEX | — | — | — | $69K | 0.6% | |
| JPMorgan EMERGING MARKETS EQUITY R6 | — | — | — | $61K | 0.5% | |
| American Century AMERICAN CENTURY SMALL CAP VALUE R6 | — | — | — | $45K | 0.4% | |
| MFS INTERNATIONAL GROWTH R6 | — | — | — | $34K | 0.3% | |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $22K | 0.2% | |
| INDEXSELECT MODERATE 2055 FUND CL R GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $21K | 0.2% | |
| Allspring SPECIAL MID CAP VALUE R6 | — | — | — | $18K | 0.2% | |
| PIMCO COMMODITY REAL RET STRAT INSTL | — | — | — | $15K | 0.1% | |
| PGIM Funds (Prudential) PGIM US REAL ESTATE R6 | — | — | — | $10K | <0.1% | |
| INDEXSELECT MODERATE 2045 FUND CL R GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $10K | <0.1% | |
| INDEXSELECT AGGRESSIVE 2025 FUND CL GREAT GRAY · EIN 81-4386547 / PN 301 | Common Collective Trust | — | — | $0 | <0.1% |