Original filing (PDF)20251001132249NAL0031704642001

HAUSMANN GROUP, INC.

Name: HAUSMANN GROUP, INC. — HAUSMANN GROUP, INC. 401(K) PLAN, Form 5500 (2024)
Creator: HAUSMANN GROUP, INC.

Form 5500

FILING_RECEIVED

HAUSMANN GROUP, INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

115

Accounts w/ balance

170

Plan assets (EOY)

$35.4M

Net assets (EOY)

$35.4M

How this plan invests

This plan

2 collective trusts

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)

/ 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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HAUSMANN GROUP, INC..

Plan sponsor

Name

HAUSMANN GROUP, INC.

EIN

39-1090217

Address

PO BOX 259408 · MADISON, WI · 537259408

Phone

(608) 252-9625

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee 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

2025-10-01

Pension benefit codes

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

2 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PEAK RETIREMENT GROUP	81-0831793	MADISON, WI	THIRD PARTY ADMINISTRA	$0	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
PARK CAPITAL MANAGEMENT	27-0974719	MADISON, WI	SERVICE PROVIDER	$0	—

Investments

2 pooled funds· $33.2M(94% 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.

Pooled Separate Account

$33.1M

1 holding

Common Collective Trust

$177K

1 holding

Investment	Type	Current value	% of plan
VRIAC SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000	Pooled Separate Account	$33.1M	93.3%
VOYA LIFETIME INC PRT 2025 III VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000	Common Collective Trust	$177K	0.5%