Back to filter
Original filing (PDF)20250930113501NAL0012199793001
HAMMEL, GREEN AND ABRAHAMSON, INC.
Form 5500
FILING_RECEIVED
HGA 401K SAVINGS PLAN
401(k) retirement plan
Active participants
1,080
Accounts w/ balance
1,565
Plan assets (EOY)
$259.8M
Net assets (EOY)
$259.8M
How this plan invests
This plan
15 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HAMMEL, GREEN AND ABRAHAMSON, INC..
Plan sponsor
Name
HAMMEL, GREEN AND ABRAHAMSON, INC.
EIN
41-0778838
Address
420 NORTH 5TH STREET · MINNEAPOLIS, MN · 55401
Phone
(612) 758-4557
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
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
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $74K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO LLC DBA CR | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $61K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD GROUP, INC | 23-1945930 | — | NONE | $43K | — |
| VANGUARD ADVISERS INC | 23-2811930 | — | NONE | $15K | — |
| EIDE BAILLY LLP | — | BISMARCK, ND | OTHER | $11K | — |
Investments
14 direct securities · 15 pooled funds· $255.6M(98% 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.
Common Collective Trust
$158.4M
15 holdings
Uncategorized
$97.2M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Instl Mutual fund N/A | — | — | — | $32.3M | 12.4% | |
| AB US LARGE CAP GROWTH CIT (W SERS) GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $30.7M | 11.8% | |
| THE VANGUARD TARGET RETIRE 2035 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $23.0M | 8.9% | |
| THE VANGUARD TARGET RETIRE 2045 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $19.2M | 7.4% | |
| THE VANGUARD TARGET RETIRE 2050 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $14.6M | 5.6% | |
| Vanguard Total Bond Market Index Inst Mutual fund N/A | — | — | — | $14.3M | 5.5% | |
| Vanguard Windsor Ii Fund - Admiral Mutual fund N/A | — | — | — | $13.7M | 5.3% | |
| THE VANGUARD TARGET RETIRE 2040 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $13.5M | 5.2% | |
| THE VANGUARD TARGET RETIRE 2030 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $12.8M | 4.9% | |
| THE VANGUARD TARGET RETIRE 2025 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $11.7M | 4.5% | |
| American Funds Europacific Gr R6 Mutual fund N/A | — | — | — | $11.0M | 4.2% | |
| THE VANGUARD TARGET RETIRE 2055 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $10.8M | 4.2% | |
| Vanguard Mid Cap Index Ins Mutual fund N/A | — | — | — | $8.7M | 3.3% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST, LLC · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $7.6M | 2.9% | |
| Vanguard Small Cap Index Instl Mutual fund N/A | — | — | — | $7.6M | 2.9% | |
| THE VANGUARD TARGET RETIRE 2060 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $5.4M | 2.1% | |
| THE VANGUARD TARGET RETIRE 2020 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $5.0M | 1.9% | |
| Calvert International Responsible Idx R6 Mutual fund N/A | — | — | — | $3.6M | 1.4% | |
| THE VANGUARD TARGET RETIRE INCM TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $2.3M | 0.9% | |
| Pimco Income Instl Mutual fund N/A | — | — | — | $2.2M | 0.9% | |
| Vanguard Ftse Social Index Admiral Mutual fund N/A | — | — | — | $1.8M | 0.7% | |
| THE VANGUARD TARGET RETIRE 2065 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $1.6M | 0.6% | |
| Notes receivable from participants Maturing 2025-2039, at interest rates of 3.25% - 9.5% | — | — | — | $1.2M | 0.5% | |
| Vanguard Total Intl Stock Index Admiral Mutual fund N/A | — | — | — | $261K | 0.1% | |
| Invesco Discovery R6 Mutual fund N/A | — | — | — | $192K | <0.1% | |
| Lessor, or Similar Party Par, or Maturity Value Cost Value Fidelity Sustainability Bond Index Mutual fund N/A | — | — | — | $191K | <0.1% | |
| PRINCIPAL MID CAP FD TIV PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 45-5114041 / PN 001 | Common Collective Trust | — | — | $148K | <0.1% | |
| THE VANGUARD TARGET RETIRE 2070 TRU VANGUARD · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $86K | <0.1% | |
| Vanguard Federal Money Market Inv Money Market Mutual Fund N/A | — | — | — | $45K | <0.1% |
Related plans
Other plans using EMPOWER ANNUITY INSURANCE COMPANY O
EDWARD D. JONES & CO., L.P.
EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN
$12.4B · 50,491 participants
3M COMPANY
3M VOLUNTARY INVESTMENT PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN
$10.6B · 21,780 participants
THE NEW YORK-PRESBYTERIAN HOSPITAL
THE RETIREMENT SAVINGS PLAN
$4.8B · 50,152 participants
BAYLOR SCOTT & WHITE HOLDINGS
BAYLOR SCOTT & WHITE HEALTH RETIREMENT SAVINGS PLAN
$4.7B · 46,788 participants
HEALTH CARE SERVICE CORPORATION
THE 401K PLAN
$3.9B · 36,460 participants
REGIONS FINANCIAL CORPORATION
REGIONS FINANCIAL CORPORATION 401(K) PLAN
$3.2B · 20,137 participants
Similar-size Professional & Technical Services plans
THE CANNON CORPORATION
THE CANNON CORPORATION 401(K) PLAN
$273.6M · 1,209 participants
SKIDMORE, OWINGS & MERRILL LLP
SKIDMORE, OWINGS & MERRILL LLP 401(K) SAVINGS PLAN
$286.0M · 837 participants
EXP U.S. SERVICES, INC.
EXP U.S. SERVICES, INC. SAVING AND RETIREMENT PLAN
$230.7M · 1,132 participants
HKS, INC.
HKS, INC. 401(K) PLAN
$290.9M · 1,328 participants
GRESHAM SMITH
GRESHAM SMITH EMPLOYEE SAVINGS AND PROFIT SHARING PLAN
$224.7M · 1,211 participants
NBBJ DESIGN
NBBJ GROUP RETIREMENT SAVINGS AND INVESTMENT PLAN
$193.8M · 508 participants
Large plans in Minnesota
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
UNITED HEALTHCARE SERVICES INC.
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
$31.0B
MINNESOTA LIFE INSURANCE COMPANY
MASTER SEPARATE ACCOUNT
$29.2B
UNITEDHEALTH GROUP INCORPORATED
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
$26.6B · 199,134 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B