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Original filing (PDF)20251015095002NAL0004502817001
HARTER'S QUICK CLEAN-UP
Form 5500
FILING_RECEIVED
HARTER'S 401(K) PLAN
401(k) retirement plan
Signals · 2
55% in single holdingNo recordkeeper disclosed
Active participants
223
Accounts w/ balance
256
Plan assets (EOY)
$6.5M
Net assets (EOY)
$6.5M
How this plan invests
This plan
5 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "2a Name of Participating Employer 2b EIN 2c Percentage of Total 2d Aggregate Account Balances Attributable Contributions for the Plan Year to Participating Employer 27-2108424 52.00" is 55% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HARTER'S QUICK CLEAN-UP.
Plan sponsor
Name
HARTER'S QUICK CLEAN-UP
EIN
39-1783218
Address
2850 LARSON STREET · LA CROSSE, WI · 54603
Phone
(608) 782-2082
Industry
All Other Professional Services· Professional & Technical Servicessee 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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LUCIDA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
5 direct securities· $6.3M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 2a Name of Participating Employer 2b EIN 2c Percentage of Total 2d Aggregate Account Balances Attributable Contributions for the Plan Year to Participating Employer 27-2108424 52.00 | — | — | — | $3.5M | 53.2% | |
| Harter's Quick Clean Up Contributions for the Plan Year to Participating Employer 39-1783218 24.00 | — | — | — | $2.3M | 35.8% | |
| Lakeside Disposal LLC 86-3472601 18.00 | — | — | — | $484K | 7.4% | |
| Harter's Disposal of MN 92-2921057 2.00 | — | — | — | $27K | 0.4% | |
| 29 CFR | — | — | — | $3K | <0.1% |
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