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Original filing (PDF)20251013124534NAL0001329809001

HAWKINS, INC.

Form 5500
FILING_RECEIVED
HAWKINS, INC. PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
888
Accounts w/ balance
1,111
Plan assets (EOY)
$138.8M
Net assets (EOY)
$138.8M
How this plan invests
This plan
1 pooled trust
Schedule D
20 securities
funds · stocks · CUSIPs

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

Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
  • No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HAWKINS, INC..
Plan sponsor
Name
HAWKINS, INC.
EIN
41-0771293
Address
2381 ROSEGATE · ROSEVILLE, MN · 55113
Phone
(612) 617-8571
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Other
2
NameEINLocationRelationDirect compIndirect comp
ONEAMERICA RETIREMENT SERVICES LLC46-5378846NONE$145K
MATRIX TRUST COMPANY75-3182674NONE$0

Investments

19 direct securities · 1 pooled fund· $138.1M(99% 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
$123.9M
18 holdings
Common Collective Trust
$8.3M
1 holding
Mutual Funds
$5.9M
1 holding
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Vanguard Group Vanguard Institutional Index$16.1M11.6%
Vanguard Group Vanguard Target Retirement 2045 Fund$12.2M8.8%
Mainstay Winslow Mainstay Large Cap Growth Fund I$11.7M8.4%
Vanguard Group Vanguard Target Retirement 2030 Fund$11.3M8.1%
Vanguard Group Vanguard Target Retirement 2040 Fund$9.8M7.1%
Vanguard Group Vanguard Target Retirement 2035 Fund$9.3M6.7%
Vanguard Group Vanguard Target Retirement 2025 Fund$8.4M6.0%
Collective trust * Vanguard Group Vanguard Van Retire Savings$8.3M6.0%
VFTC RETIREMENT SAVINGS TRUST IV
VANGUARD FIDUCIARY TRUST COMPANY · EIN 61-6451184 / PN 025
Common Collective Trust
$8.3M6.0%
Vanguard Group Vanguard Target Retirement 2050 Fund$7.7M5.5%
Vanguard Group Vanguard Target Retirement 2020 Fund
Mutual Funds
$5.9M4.2%
Vanguard Group Vanguard Small Cap Index Fund$5.0M3.6%
Capital Group American Europacific Growth Fund$4.9M3.6%
PIMCO Funds PIMCO Total Return Instl$4.9M3.5%
AMG Wealth Amg TimesSquare Mid Cap Growth Fund$3.7M2.7%
Vanguard Group Vanguard Target Retirement 2055 Fund$3.1M2.3%
Vanguard Group Vanguard Target Retirement Income Fund$3.0M2.2%
Victory Capital Victory Sycamore Established Value Fund$3.0M2.1%
Vanguard Group Vanguard Target Retirement 2060 Fund$1.4M1.0%
Vanguard Group Vanguard Target Retirement 2065 Fund$54K<0.1%