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Original filing (PDF)20250904050508NAL0026988512001
HUTCHINSON FMS, INC.
Form 5500
FILING_RECEIVED
HUTCHINSON CORPORATION 401(K) PLAN & TRUST
401(k) retirement plan
Active participants
1,778
Accounts w/ balance
1,701
Plan assets (EOY)
$213.5M
Net assets (EOY)
$213.5M
How this plan invests
This plan
3 pooled trusts
Schedule D
38 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 HUTCHINSON FMS, INC..
Plan sponsor
Name
HUTCHINSON FMS, INC.
EIN
38-3269787
Address
3201 CROSS CREEK PARKWAY · AUBURN HILLS, MI · 48326
Phone
(860) 933-0690
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MRPR
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $157K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MRPR GROUP, P.C. | 38-2141969 | — | ACCOUNTANT | $16K | — |
Investments
36 direct securities · 3 pooled funds· $209.2M(98% 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
$143.0M
36 holdings
Common Collective Trust
$66.2M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE ST S&P 500 IDX VI STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 341 | Common Collective Trust | — | — | $41.9M | 19.6% | |
| INVESCO STABLE ASSET ADP30 INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $24.3M | 11.4% | |
| VANGUARD US GROWTH FUND ADM | Registered Investment Companies | — | — | $14.8M | 6.9% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $10.3M | 4.8% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $10.1M | 4.7% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $8.7M | 4.1% | |
| JPMORGAN LARGE CAP GROWTH - R5 | Registered Investment Companies | — | — | $8.1M | 3.8% | |
| VANGUARD WELLINGTON ADMIN | Registered Investment Companies | — | — | $6.8M | 3.2% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $6.6M | 3.1% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $6.6M | 3.1% | |
| VANGUARD WINDSOR II FD- ADM | Registered Investment Companies | — | — | $6.0M | 2.8% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $6.0M | 2.8% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $5.5M | 2.6% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $4.8M | 2.2% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $4.5M | 2.1% | |
| FID US BOND IND | Registered Investment Companies | — | — | $4.5M | 2.1% | |
| VANGUARD CAP OPP FD - ADM | Registered Investment Companies | — | — | $4.4M | 2.1% | |
| JANUS HENDERSON FORTY FUND - I | Registered Investment Companies | — | — | $4.2M | 2.0% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $3.9M | 1.8% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $3.3M | 1.5% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $3.0M | 1.4% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $2.8M | 1.3% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $2.7M | 1.2% | |
| DWS CORE EQUITY S | Registered Investment Companies | — | — | $2.5M | 1.2% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $2.1M | 1.0% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $1.9M | 0.9% | |
| BARON ASSET INST | Registered Investment Companies | — | — | $1.6M | 0.7% | |
| AMERFUNDS SMALLCAP WORLD R6 | Registered Investment Companies | — | — | $1.4M | 0.6% | |
| MFS INTL INTRINSIC VALUE - R4 | Registered Investment Companies | — | — | $1.2M | 0.6% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $948K | 0.4% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $836K | 0.4% | |
| PIONEER BOND Y | Registered Investment Companies | — | — | $800K | 0.4% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $583K | 0.3% | |
| VAN INTERNATIONAL VALUE - INV | Registered Investment Companies | — | — | $482K | 0.2% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $439K | 0.2% | |
| PRINCIPAL SMALLCAP I | Registered Investment Companies | — | — | $316K | 0.1% | |
| AB SMALL CAP GROWTH ADVISOR | Registered Investment Companies | — | — | $181K | <0.1% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $64K | <0.1% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |