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Original filing (PDF)20250630155408NAL0006666227001
HNI CORPORATION
Form 5500
FILING_RECEIVED
HNI CORPORATION 401(K) PLAN
401(k) retirement plan
Signals · 1
29% in single holding
Active participants
6,819
Accounts w/ balance
9,078
Plan assets (EOY)
$1.5B
Net assets (EOY)
$1.5B
How this plan invests
This plan
13 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 TRUST I (extraction pending)]" is 29% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HNI CORPORATION.
Plan sponsor
Name
HNI CORPORATION
EIN
42-0617510
Address
PO BOX 1109 · MUSCATINE, IA · 527610071
Phone
(563) 272-7400
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
2025-06-30
Pension benefit codes
2E · Profit-sharing
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3I · Requires investment in employer securities
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FGMK LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $321K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC. | 26-0058143 | — | INVESTMENT ADVISOR | $123K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FGMK, LLC | 36-2929601 | — | ACCOUNTANT/AUDITOR | $68K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ECONOMIC GROUP PENSION SERVICES, I | 13-3180178 | — | OTHER SERVICES | $23K | — |
| BAKER TILLY US, LLP | 39-0859910 | — | OTHER SERVICES | $10K | — |
Investments
12 direct securities · 13 pooled funds· $788.1M(54% 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
$764.2M
13 holdings
Uncategorized
$23.8M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $221.5M | 15.1% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $174.6M | 11.9% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $107.2M | 7.3% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $106.3M | 7.2% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | $27.2M | $36.1M | 2.5% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $33.2M | 2.3% | |
| MORLEY SV 20 - II PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $23.8M | 1.6% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $19.8M | 1.4% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $16.4M | 1.1% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $11.9M | 0.8% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | 96,598.841 | $7.1M | $8.8M | 0.6% | |
| MORLEY INCOME FUND III | — | — | — | $6.4M | 0.4% | |
| MORLEY INCOME FUND I | — | — | — | $3.7M | 0.3% | |
| MORLEY STABLE INCOME BOND FUND | — | — | — | $3.3M | 0.2% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $3.3M | 0.2% | |
| MORLEY INCOME FUND IV | — | — | — | $2.1M | 0.1% | |
| SIA-B41 (MORLEY STABLE VALUE FUND S | — | — | — | $2.0M | 0.1% | |
| PRUDENTIAL CORE INTERMEDIATE BOND F | — | — | — | $1.8M | 0.1% | |
| PSA NO. 45-004 (SEPARATE ACCOUNT 45 | — | — | — | $1.7M | 0.1% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $1.3M | <0.1% | |
| GOVERNMENT SHORT TERM INVESTMENT FD | — | — | — | $868K | <0.1% | |
| ACTIVELY MANAGED FUND | — | — | — | $816K | <0.1% | |
| SIA-B45 (MORLEY INTERM STABLE VALUE | — | — | — | $702K | <0.1% | |
| MORLEY INCOME FUND II | — | — | — | $438K | <0.1% | |
| PRUDENTIAL CORE CONSERVATIVE INT BD | — | — | — | $0 | <0.1% |