How big is Hendricks Holding Co., Inc.'s plan?

Hendricks Holding Co., Inc.'s plan reported $73.6M in assets and 2,198 participants for 2024.

Original filing (PDF)20251014142427NAL0006411714001

Hendricks Holding Co., Inc.

Name: Hendricks Holding Co., Inc. — Hendricks Group 401(k), Form 5500 (2024)
Creator: Hendricks Holding Co., Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Hendricks Group 401(k) Plan

401(k) retirement plan · Hendricks Holding Co., Inc.'s Hendricks Group 401(k) Plan held $73.6M in plan assets for 2,198 participants in 2024, with Alliance Pension Consultants, LLC as recordkeeper.

Signals · 1

6 service providers

Active participants

2,198

Accounts w/ balance

1,207

Plan assets (EOY)

$73.6M

Net assets (EOY)

$73.6M

People on this filing

Leslie Miller signed Hendricks Holding Co., Inc.'s 2024 Form 5500 as plan administrator.

Leslie Miller — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Hendricks Holding Co., Inc.'s EIN is 39-2016366.

EIN 39-2016366

Plan number 001

Plan year 2024

ACK ID 20251014142427NAL0006411714001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hendricks Holding Co., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Hendricks Holding Co., Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (24th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Plan sponsor

Name

HENDRICKS HOLDING CO., INC.

EIN

all filings

Address

690 3RD STREET, SUITE 300 · BELOIT, WI · 53511

Phone

(608) 362-8000

Industry

Management of Companies / Holdings

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

2025-10-14

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)

3H · Sponsor in controlled / affiliated group

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

Service providers (Schedule C)

6 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ALLIANCE PENSION CONSULTANTS, LLC	36-4389114	—	RECORDKEEPER	$114K	—
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORD KEEPER	$46K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

31 direct securities· $73.2M(99% of reported assets)

Other securities

$40.9M

18 holdings

Mutual Funds

$21.8M

9 holdings

Common Collective Trusts

$8.9M

2 holdings

Bonds / Notes

$1.1M

1 holding

Common Stocks

$418K

1 holding

					% of plan
Vanguard 500 Index Adm	Common Collective Trusts	—	—	$8.2M	11.2%
Blackrock Lifepath Index 2050 K	Other securities	—	—	$7.5M	10.1%
Vanguard Gr Index Adm	Mutual Funds	—	—	$6.6M	8.9%
Blackrock Lifepath Index 2045 K	Other securities	—	—	$5.1M	7.0%
Blackrock Lifepath Index 2030 K	Other securities	—	—	$3.8M	5.1%
Blackrock Lifepath Index 2035 K	Other securities	—	—	$3.6M	4.9%
Blackrock Lifepath Index 2040 K	Other securities	—	—	$3.6M	4.8%
Vanguard Mid Cap Index Adm	Mutual Funds	—	—	$3.5M	4.7%
Blackrock Lifepath Index Retment K	Other securities	—	—	$3.4M	4.7%
Blackrock LifePath Index 2060 K	Other securities	—	—	$3.3M	4.5%
Blackrock Lifepath Index 2055 K	Other securities	—	—	$2.8M	3.8%
Vanguard Small Cap Index Adm	Mutual Funds	—	—	$2.8M	3.8%
Hartford Dividend and Gr R6	Other securities	—	—	$2.6M	3.5%
Janus Henderson Enterprise N	Mutual Funds	—	—	$2.4M	3.3%
Vanguard Treasury Money Market Inv	Mutual Funds	—	—	$2.3M	3.1%
Dodge & Cox Dodge & Cox Inc X	Mutual Funds	—	—	$1.7M	2.3%
Dimensional DFA Glbl Eq I	Mutual Funds	—	—	$1.3M	1.7%
AB Small Cap Gr Z	Other securities	—	—	$1.2M	1.6%
Macquarie Ivy Systematic Em Mkts Eq R6	Other securities	—	—	$1.2M	1.6%
Participants Notes Receivable with interest rates of 4.25% to 9.50%	Bonds / Notes	—	—	$1.1M	1.5%
Principal Real Estate Securities R6	Other securities	—	—	$802K	1.1%
Vanguard Developed Mkt Index Adm	Mutual Funds	—	—	$715K	1.0%
T. Rowe Price T. Rowe Price Overseas Stock I	Other securities	—	—	$676K	0.9%
Vanguard Intermed-Term Bd Idx Adm	Common Collective Trusts	—	—	$670K	0.9%
American Century American Century Mid Cap Val R6	Other securities	—	—	$642K	0.9%
PIMCO Real Return Instl	Mutual Funds	—	—	$613K	0.8%
Transamerica Life Ins. Co. Transamerica Guaranteed Inv Option	Common Stocks	—	—	$418K	0.6%
Allspring Special Small Cap Val R6	Other securities	—	—	$381K	0.5%
Prudential PGIM Glbl Total Return R6	Other securities	—	—	$237K	0.3%
BlackRock LifePath Index 2065 K	Other securities	—	—	$50K	<0.1%
State Street State St l US Govt M1y Mkt Premier	Other securities	—	—	$9K	<0.1%