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Original filing (PDF)20251009210640NAL0003872035001
HUTCHINSON TECHNOLOGY INCORPORATED
Form 5500
FILING_RECEIVED
HUTCHINSON TECHNOLOGY INCORPORATED 401(K) PLAN
401(k) retirement plan
Signals · 1
40% in single holding
Active participants
60
Accounts w/ balance
905
Plan assets (EOY)
$207.1M
Net assets (EOY)
$207.1M
How this plan invests
This plan
11 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
80
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity 500 Index Fund" is 40% of plan.
Helping the score
- Below-peer total fees (4 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HUTCHINSON TECHNOLOGY INCORPORATED.
Plan sponsor
Name
HUTCHINSON TECHNOLOGY INCORPORATED
EIN
41-0901840
Address
40 W HIGHLAND PARK DR NE · HUTCHINSON, MN · 553505008
Phone
(320) 587-3797
Industry
Manufacturingsee 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
2025-10-09
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY CLIENT | $90K | — |
Investments
17 direct securities · 11 pooled funds· $199.8M(96% 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
$142.2M
17 holdings
Common Collective Trust
$57.5M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $79.0M | 38.2% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $14.9M | 7.2% | |
| Eagle Mid Cap Growth R5 | — | — | — | $12.3M | 5.9% | |
| T Rowe Price New Horizons Fund | — | — | — | $9.5M | 4.6% | |
| TARGET RETIREMENT 2025 NL SF CL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 433 | Common Collective Trust | — | — | $8.3M | 4.0% | |
| TARGET RETIREMENT 2035 NL SF CL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 435 | Common Collective Trust | — | — | $8.1M | 3.9% | |
| American EuroPacific Growth R6 | — | — | — | $8.0M | 3.9% | |
| JP Morgan Mid Cap Value I | — | — | — | $6.8M | 3.3% | |
| TARGET RETIREMENT 2030 NL SF CL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 434 | Common Collective Trust | — | — | $6.8M | 3.3% | |
| TARGET RETIREMENT 2040 NL SF CL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 436 | Common Collective Trust | — | — | $6.7M | 3.3% | |
| Fidelity US Bond Index Fund | — | — | — | $5.3M | 2.6% | |
| TARGET RETIREMENT 2045 NL SF CL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 437 | Common Collective Trust | — | — | $5.0M | 2.4% | |
| Victory Integrity Small Cap Val R | — | — | — | $4.9M | 2.3% | |
| Fidelity Mid Cap Index Fund | — | — | — | $4.4M | 2.1% | |
| Vanguard Fed Money Market | — | — | — | $4.3M | 2.1% | |
| TARGET RETIREMENT 2050 NL SF CL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 438 | Common Collective Trust | — | — | $2.4M | 1.1% | |
| TARGET RETIREMENT 2020 NL SF CL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 432 | Common Collective Trust | — | — | $2.1M | 1.0% | |
| BlackRock Total Return Fund | — | — | — | $1.9M | 0.9% | |
| TARGET RETIREMENT 2055 NL SF CL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 439 | Common Collective Trust | — | — | $1.4M | 0.7% | |
| Fidelity Small Cap Index Fund | — | — | — | $1.4M | 0.7% | |
| Fidelity International Index Fund | — | — | — | $1.2M | 0.6% | |
| T Rowe Price International Discovery Fund | — | — | — | $1.1M | 0.5% | |
| SSgA Target Ret Inc NL Ser M | — | — | — | $1.1M | 0.5% | |
| TARGET RETIREMENT INCOME NL SF CL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 440 | Common Collective Trust | — | — | $1.1M | 0.5% | |
| TARGET RETIREMENT 2060 NL SF CL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 424 | Common Collective Trust | — | — | $837K | 0.4% | |
| PIMCO Global Bond US Dollar Hedged A | — | — | — | $449K | 0.2% | |
| JP Morgan Small Cap Growth R6 | — | — | — | $444K | 0.2% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | — | — | — | $318K | 0.2% |
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