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Original filing (PDF)20251014142427NAL0006411714001
HENDRICKS HOLDING CO., INC.
Form 5500
FILING_RECEIVED
HENDRICKS GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
6 service providers
Active participants
2,198
Accounts w/ balance
1,207
Plan assets (EOY)
$73.6M
Net assets (EOY)
$73.6M
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 (directional)
88
/ 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
100
Participation health
80
Knocking points off
- 31 bps in Schedule C fees — 92% above peer band of 16 bps.
- 55% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HENDRICKS HOLDING CO., INC..
Plan sponsor
Name
HENDRICKS HOLDING CO., INC.
EIN
39-2016366
Address
690 3RD STREET, SUITE 300 · BELOIT, WI · 53511
Phone
(608) 362-8000
Industry
Management of Companies / Holdingssee 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
2025-10-14
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)
Audit & trust (Schedule H)
Auditor
WIPFLI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
2| 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
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | 36-4291971 | — | INVESTMENT ADVISOR | $19K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | TRUSTEE | $34K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WIPFLI LLP | 39-0758449 | — | AUDITOR | $14K | — |
Investments
31 direct securities· $73.2M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm | — | — | — | $8.2M | 11.2% | |
| Blackrock Lifepath Index 2050 K | — | — | — | $7.5M | 10.1% | |
| Vanguard Gr Index Adm | — | — | — | $6.6M | 8.9% | |
| Blackrock Lifepath Index 2045 K | — | — | — | $5.1M | 7.0% | |
| Blackrock Lifepath Index 2030 K | — | — | — | $3.8M | 5.1% | |
| Blackrock Lifepath Index 2035 K | — | — | — | $3.6M | 4.9% | |
| Blackrock Lifepath Index 2040 K | — | — | — | $3.6M | 4.8% | |
| Vanguard Mid Cap Index Adm | — | — | — | $3.5M | 4.7% | |
| Blackrock Lifepath Index Retment K | — | — | — | $3.4M | 4.7% | |
| Blackrock LifePath Index 2060 K | — | — | — | $3.3M | 4.5% | |
| Blackrock Lifepath Index 2055 K | — | — | — | $2.8M | 3.8% | |
| Vanguard Small Cap Index Adm | — | — | — | $2.8M | 3.8% | |
| Hartford Dividend and Gr R6 | — | — | — | $2.6M | 3.5% | |
| Janus Henderson Enterprise N | — | — | — | $2.4M | 3.3% | |
| Vanguard Treasury Money Market Inv | — | — | — | $2.3M | 3.1% | |
| Dodge & Cox Dodge & Cox Inc X | — | — | — | $1.7M | 2.3% | |
| Dimensional DFA Glbl Eq I | — | — | — | $1.3M | 1.7% | |
| AB Small Cap Gr Z | — | — | — | $1.2M | 1.6% | |
| Macquarie Ivy Systematic Em Mkts Eq R6 | — | — | — | $1.2M | 1.6% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | — | — | — | $1.1M | 1.5% | |
| Principal Real Estate Securities R6 | — | — | — | $802K | 1.1% | |
| Vanguard Developed Mkt Index Adm | — | — | — | $715K | 1.0% | |
| T. Rowe Price T. Rowe Price Overseas Stock I | — | — | — | $676K | 0.9% | |
| Vanguard Intermed-Term Bd Idx Adm | — | — | — | $670K | 0.9% | |
| American Century American Century Mid Cap Val R6 | — | — | — | $642K | 0.9% | |
| PIMCO Real Return Instl | — | — | — | $613K | 0.8% | |
| Transamerica Life Ins. Co. Transamerica Guaranteed Inv Option | — | — | — | $418K | 0.6% | |
| Allspring Special Small Cap Val R6 | — | — | — | $381K | 0.5% | |
| Prudential PGIM Glbl Total Return R6 | — | — | — | $237K | 0.3% | |
| BlackRock LifePath Index 2065 K | — | — | — | $50K | <0.1% | |
| State Street State St l US Govt M1y Mkt Premier | — | — | — | $9K | <0.1% |