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Original filing (PDF)20251010163108NAL0013001472001
L.T. HAMPEL CORP
Form 5500
FILING_RECEIVED
HAMPEL 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 2
~81 bps in Sched C feesNo recordkeeper disclosed
Active participants
116
Accounts w/ balance
194
Plan assets (EOY)
$8.4M
Net assets (EOY)
$8.4M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 81 bps in Schedule C fees — 56% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for L.T. HAMPEL CORP.
Plan sponsor
Name
L.T. HAMPEL CORP
EIN
39-1234774
Address
W194 N11551 MCCORMICK DRIVE · GERMANTOWN, WI · 530223037
Phone
(262) 255-4540
Industry
Other Services (ex. Public Admin)see 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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INDEPENDENT FINANCIAL PARTNERS | — | TAMPA, FL | NONE | $38K | — |
| EPIC RETIREMENT PLAN SERVICES | — | PEORIA, IL | NONE | $25K | — |
| PREMIER RETIREMENT PARTNERS | — | MADISON, WI | NONE | $5K | — |
Investments
25 direct securities · 1 pooled fund· $8.4M(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.
Uncategorized
$8.1M
25 holdings
Common Collective Trust
$233K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund | — | — | — | $2.0M | 23.8% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $1.1M | 12.9% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $1.1M | 12.6% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $777K | 9.3% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $686K | 8.2% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $681K | 8.1% | |
| Vanguard Target Retirement Income Fund Investor Shares | — | — | — | $309K | 3.7% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $286K | 3.4% | |
| METLIFE GAC SERIES 25053 CL 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 002 | Common Collective Trust | — | — | $233K | 2.8% | |
| Fidelity NASDAQ Composit Index FD | — | — | — | $182K | 2.2% | |
| Columbia Dividend Income Fund Institutional 3 | — | — | — | $156K | 1.9% | |
| Schwab Fundamental US Large Co Index | — | — | — | $155K | 1.9% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $108K | 1.3% | |
| Vanguard Large Cap Index Fund Admiral Shares | — | — | — | $100K | 1.2% | |
| Parnassus Core Equity Fund Institutional Shares | — | — | — | $98K | 1.2% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | — | — | — | $91K | 1.1% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $86K | 1.0% | |
| Vanguard Small Cap Value Index Admiral Shares | — | — | — | $74K | 0.9% | |
| Vanguard Small Cap Growth Index Admiral Shares | — | — | — | $59K | 0.7% | |
| MFS International Diversification CL R6 | — | — | — | $54K | 0.6% | |
| T Rowe Price New America Growth Fund | — | — | — | $38K | 0.4% | |
| Vanguard Real Estate Index Fund Admiral Shares | — | — | — | $25K | 0.3% | |
| Pimco Income Fund Institutional Class | — | — | — | $17K | 0.2% | |
| Metropolitan West Total Return I | — | — | — | $13K | 0.2% | |
| Vanguard Small Cap Index Admiral | — | — | — | $12K | 0.1% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $5K | <0.1% |
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