Back to filter
Original filing (PDF)20251015101128NAL0009009282001
HUNGER TASK FORCE, INC.
Form 5500
FILING_RECEIVED
HUNGER TASK FORCE EMPLOYEES' RETIREMENT PLAN
401(k) retirement plan
Signals · 1
31% in single holding
Active participants
69
Accounts w/ balance
124
Plan assets (EOY)
$8.3M
Net assets (EOY)
$8.3M
How this plan invests
This plan
4 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
84
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "American Funds Registered Investment Companies Balanced Fund R6" is 31% of plan.
Helping the score
- Below-peer total fees (8 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HUNGER TASK FORCE, INC..
Plan sponsor
Name
HUNGER TASK FORCE, INC.
EIN
39-1345847
Address
5000 W ELECTRIC AVE · WEST MILWAUKEE, WI · 53219
Phone
(414) 777-0483
Industry
Health Care & Social Assistancesee 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
2025-10-15
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
RITZHOLMAN CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $7K | — |
Investments
19 direct securities · 4 pooled funds· $8.3M(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.
Uncategorized
$6.9M
19 holdings
Common Collective Trust
$1.4M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Registered Investment Companies Balanced Fund R6 | — | — | — | $2.6M | 31.2% | |
| LRG CAP GRTH III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $1.1M | 13.4% | |
| Fidelity Registered Investment Companies * 500 Index Fund | — | — | — | $681K | 8.2% | |
| American Funds Registered Investment Companies Target Date 2025 R6 | — | — | — | $526K | 6.3% | |
| American Funds Registered Investment Companies Target Date 2055 R6 | — | — | — | $397K | 4.8% | |
| American Funds Registered Investment Companies Target Date 2045 R6 | — | — | — | $355K | 4.3% | |
| American Funds Registered Investment Companies Target Date 2050 R6 | — | — | — | $352K | 4.2% | |
| American Funds Registered Investment Companies Europacific Growth Fund R6 | — | — | — | $331K | 4.0% | |
| Fidelity Registered Investment Companies * Fidelity Total Bond Fund K6 | — | — | — | $269K | 3.2% | |
| Fidelity Registered Investment Companies * Small Cap Growth Fund K6 | — | — | — | $224K | 2.7% | |
| Dimensional Fund Advisors Registered Investment Companies US Target Value I Fund | — | — | — | $210K | 2.5% | |
| American Funds Registered Investment Companies Target Date 2060 R6 | — | — | — | $203K | 2.4% | |
| American Funds Registered Investment Companies Target Date 2030 R6 | — | — | — | $191K | 2.3% | |
| Fidelity Registered Investment Companies * Mid Cap Index Fund | — | — | — | $157K | 1.9% | |
| American Funds Registered Investment Companies Target Date 2035 R6 | — | — | — | $148K | 1.8% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $147K | 1.8% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $104K | 1.3% | |
| Vanguard Registered Investment Companies Equity Income Admiral Fund | — | — | — | $96K | 1.2% | |
| Fidelity Registered Investment Companies * International Index Fund | — | — | — | $85K | 1.0% | |
| Fidelity Registered Investment Companies * Small Cap Index Fund | — | — | — | $54K | 0.6% | |
| American Funds Registered Investment Companies Target Date 2040 R6 | — | — | — | $48K | 0.6% | |
| MID CAP VALUE R1 GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $18K | 0.2% | |
| American Funds Registered Investment Companies Target Date 2010 R6 | — | — | — | $2K | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Health Care & Social Assistance plans
NEW MEXICO LEGAL AID, INC.
403(B) THRIFT PLAN FOR EMPLOYEES OF NEW MEXICO LEGAL AID, INC.
$8.3M · 119 participants
LOS ANGELES REGIONAL FOOD BANK
LOS ANGELES REGIONAL FOOD BANK 403(B) PLAN
$8.3M · 234 participants
JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAMS
403(B) THRIFT PLAN OF JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAMS
$8.3M · 154 participants
LAWRENCE FAMILY JEWISH COMMUNITY CENTER OF SAN DIEGO COUNTY
403(B) THRIFT PLAN OF LAWRENCE FAMILY JEWISH COMMUNITY CENTER OF SAN DIEGO COUNTY
$8.3M · 237 participants
BREAD FOR CITY, INC.
BREAD FOR THE CITY, INC. 403(B) PLAN
$8.2M · 140 participants
CHAMPLAIN HOUSING TRUST, INC.
CHAMPLAIN HOUSING TRUST, INC. 403(B) PLAN
$8.2M · 159 participants
Large plans in Wisconsin
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN
$7.2B · 34,487 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS, INC. DEFINED CONTRIBUTION PLAN TRUST
$7.1B
FISERV SOLUTIONS, LLC.
FISERV 401(K) SAVINGS PLAN
$5.1B · 22,809 participants
KIMBERLY-CLARK CORPORATION
KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN
$5.0B · 11,273 participants
ROCKWELL AUTOMATION
ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST
$3.8B