Original filing (PDF)20260708094231NAL0020605729001

HNI Corporation

Name: HNI Corporation — HNI Corporation 401(k) Plan, Form 5500 (2025)
Creator: HNI Corporation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

HNI Corporation 401(k) Plan

401(k) retirement plan · HNI Corporation's HNI Corporation 401(k) Plan held $1.6B in plan assets for 6,828 participants in 2025, with Fidelity as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

6,828

Accounts w/ balance

11,383

Plan assets (EOY)

$1.6B

Net assets (EOY)

$1.6B

How this plan invests

This plan

26 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 172K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HNI CORPORATION.

Plan sponsor

Name

HNI CORPORATION

EIN

42-0617510all filings

Address

PO BOX 1109 · MUSCATINE, IA · 527610071

Phone

(563) 272-7400

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-08

Pension benefit codes

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3I · Requires investment in employer securities

3H · Sponsor in controlled / affiliated group

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$388K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPFINANCIAL PARTNERS, LLC	26-0058143	—	INVESTMENT ADVISOR	$128K	—

Accountant / Auditor

Investments

26 pooled funds· $1.2B(76% 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.

			% of plan
VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735964 / PN 001	Common Collective Trust	$330.7M	20.8%
VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735971 / PN 001	Common Collective Trust	$246.6M	15.5%
VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735976 / PN 001	Common Collective Trust	$144.1M	9.1%
VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735965 / PN 001	Common Collective Trust	$113.9M	7.2%
VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735899 / PN 001	Common Collective Trust	$113.3M	7.1%
VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735963 / PN 001	Common Collective Trust	$63.6M	4.0%
VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799736 / PN 001	Common Collective Trust	$50.7M	3.2%
VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735972 / PN 001	Common Collective Trust	$45.8M	2.9%
VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735883 / PN 001	Common Collective Trust	$42.7M	2.7%
VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735978 / PN 001	Common Collective Trust	$26.5M	1.7%
GALLIARD STBLE RTN C SEI TRUST COMPANY · EIN 52-2250946 / PN 001	Common Collective Trust	$19.9M	1.3%
VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6204383 / PN 001	Common Collective Trust	$8.0M	0.5%
VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001	Common Collective Trust	$3.0M	0.2%
VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001	Common Collective Trust	$0	<0.1%
VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001	Common Collective Trust	$0	<0.1%
VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001	Common Collective Trust	$0	<0.1%
VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001	Common Collective Trust	$0	<0.1%
VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001	Common Collective Trust	$0	<0.1%
VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001	Common Collective Trust	$0	<0.1%
VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001	Common Collective Trust	$0	<0.1%
VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001	Common Collective Trust	$0	<0.1%
VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001	Common Collective Trust	$0	<0.1%
MORLEY SV 20 - II PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001	Common Collective Trust	$0	<0.1%
VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001	Common Collective Trust	$0	<0.1%
VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001	Common Collective Trust	$0	<0.1%
VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001	Common Collective Trust	$0	<0.1%