Original filing (PDF)20250716091326NAL0006540050001

HART DESIGN & MFG., INC.

Name: HART DESIGN & MFG., INC. — HART DESIGN EMPLOYEES' SAVINGS AND RETIREMENT PLAN, Form 5500 (2024)
Creator: HART DESIGN & MFG., INC.

Form 5500-SF

FILING_RECEIVED

HART DESIGN EMPLOYEES' SAVINGS AND RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.7M

Net assets (EOY)

$13.7M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HART DESIGN & MFG., INC..

Plan sponsor

Name

HART DESIGN & MFG., INC.

EIN

39-1041276

Address

107 W MAIN ST · LITTLE CHUTE, WI · 54140

Phone

(920) 468-5927

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

2025-07-16

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Manufacturing plans

MORRISON TIMING SCREW COMPANY

MORRISON TIMING SCREW COMPANY 401(K) AND PROFIT SHARING PLAN

$13.7M · 129 participants

BOARD OF TRUSTEES, LOCAL 808 I.B.T. HEALTH & WELFARE FUND

LOCAL 808 I. B. T. HEALTH & WELFARE FUND

$13.7M · 638 participants

ULTRASOURCE LLC

ULTRASOURCE LLC RETIREMENT PLAN

$13.5M · 125 participants

LAKESIDE EQUIPMENT CORPORATION

LAKESIDE EQUIPMENT CORPORATION EMPLOYEES' 401(K) PROFIT SHARING PLAN & TRUST

$13.9M · 34 participants

HEBELER HOLDINGS LLC