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Original filing (PDF)20251009090535NAL0011116304001
HUSSONG MANUFACTURING COMPANY INC
Form 5500
FILING_RECEIVED
HUSSONG MANUFACTURING CO. INC. 401K PROFIT-SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
127
Accounts w/ balance
149
Plan assets (EOY)
$17.1M
Net assets (EOY)
$17.1M
How this plan invests
This plan
1 pooled trust
Schedule D
54 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.
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HUSSONG MANUFACTURING COMPANY INC.
Plan sponsor
Name
HUSSONG MANUFACTURING COMPANY INC
EIN
41-1350932
Address
PO BOX 577 · LAKEFIELD, MN · 56150
Phone
(507) 662-6641
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
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $2K | — |
Investments
32 direct securities · 1 pooled fund· $29.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$16.9M
32 holdings
Pooled Separate Account
$12.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $12.1M | 70.6% | |
| American United Life Insurance Company AUL Fixed Account N/R | — | — | — | $4.4M | 25.6% | |
| AMERICAN FUNDS AMERFDS AMERICAN BALANCED R4 MUTUAL FUND SHARES 0 | — | — | — | $2.6M | 15.1% | |
| American United Life Insurance Company Amercent Strat Alloc Agrsv Inv N/R | — | — | — | $2.4M | 14.1% | |
| STATE STREET GLOBAL STATE ST S&P 500 INDX CL F MUTUAL FUND SHARES 0 | — | — | — | $944K | 5.5% | |
| GOLDMAN SACHS GOLDMANSACHS MONEY MKT GVT AD MUTUAL FUND SHARES 0 | — | — | — | $699K | 4.1% | |
| American United Life Insurance Company Thornburg Intl Val R5 N/R | — | — | — | $670K | 3.9% | |
| T. ROWE PRICE TROWEPRICE RET 2055 ADV MUTUAL FUND SHARES 0 | — | — | — | $593K | 3.5% | |
| party collateral, par or maturity value (d) Cost (e) Current value ALGER LGCAP GRTH PORT I-2 MUTUAL FUND SHARES 0 | — | — | — | $497K | 2.9% | |
| T. ROWE PRICE TROWEPRICE RET 2050 ADV MUTUAL FUND SHARES 0 | — | — | — | $453K | 2.6% | |
| American United Life Insurance Company Neubergerber Smcap Grth A N/R | — | — | — | $409K | 2.4% | |
| NEUBERGER BERMAN NEUBERGERBER LGCAP VAL ADV MUTUAL FUND SHARES 0 | — | — | — | $398K | 2.3% | |
| ^ PARTICIPANTS LOANS 6% TO 6% 0 | — | — | — | $385K | 2.3% | |
| VICTORY PIONEER SELECT MID CAP MUTUAL FUND SHARES 0 | — | — | — | $354K | 2.1% | |
| American United Life Insurance Company Vanguard Vif Smallcompgrth Ins N/R | — | — | — | $316K | 1.9% | |
| American United Life Insurance Company Fidelity VIP Eqty-Inc Init N/R | — | — | — | $285K | 1.7% | |
| T. ROWE PRICE TROWEPRICE RET 2045 ADV MUTUAL FUND SHARES 0 | — | — | — | $236K | 1.4% | |
| American United Life Insurance Company Amercent Strat Alloc: Mod Inv N/R | — | — | — | $221K | 1.3% | |
| American United Life Insurance Company Troweprice Ret 2035 Adv N/R | — | — | — | $176K | 1.0% | |
| American United Life Insurance Company Pioneer Equity Income Y N/R | — | — | — | $158K | 0.9% | |
| American United Life Insurance Company Troweprice Ret 2030 Adv N/R | — | — | — | $148K | 0.9% | |
| American United Life Insurance Company Franklin Small Cap Value Adv N/R | — | — | — | $113K | 0.7% | |
| American United Life Insurance Company Troweprice Ret 2040 Adv N/R | — | — | — | $100K | 0.6% | |
| American United Life Insurance Company Jan Hen Mid Cap Value A N/R | — | — | — | $81K | 0.5% | |
| American United Life Insurance Company AUL Stable Value Account N/R | — | — | — | $72K | 0.4% | |
| T. ROWE PRICE TROWEPRICE RET 2020 ADV MUTUAL FUND SHARES 0 | — | — | — | $64K | 0.4% | |
| American United Life Insurance Company Amercent Infl-Adj Bond A N/R | — | — | — | $55K | 0.3% | |
| American United Life Insurance Company Fidelity VIP High Inc Init N/R | — | — | — | $55K | 0.3% | |
| American United Life Insurance Company Troweprice Ret Bal Adv N/R | — | — | — | $21K | 0.1% | |
| American United Life Insurance Company Jan Hen Flex Bond Port Instl N/R | — | — | — | $15K | <0.1% | |
| T. ROWE PRICE TROWEPRICE RET 2005 ADV MUTUAL FUND SHARES 0 | — | — | — | $6K | <0.1% | |
| American United Life Insurance Company Troweprice Ret 2015 Adv N/R | — | — | — | $6K | <0.1% | |
| T. ROWE PRICE TROWEPRICE RET 2025 ADV MUTUAL FUND SHARES 0 | — | — | — | $4K | <0.1% |