Original filing (PDF)20250815113548NAL0005858419001

HUPP ELECTRIC MOTORS, INC.

Name: HUPP ELECTRIC MOTORS, INC. — HUPP 401(K) PLAN, Form 5500 (2024)
Creator: HUPP ELECTRIC MOTORS, INC.

Form 5500

FILING_RECEIVED

HUPP 401(K) PLAN

401(k) retirement plan

Active participants

257

Accounts w/ balance

244

Plan assets (EOY)

$25.0M

Net assets (EOY)

$25.0M

How this plan invests

This plan

1 pooled trust

Schedule D

125 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

Helping the score

Below-peer total fees (3 bps vs 29 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HUPP ELECTRIC MOTORS, INC..

Plan sponsor

Name

HUPP ELECTRIC MOTORS, INC.

EIN

42-0654607

Address

500 57TH STREET · MARION, IA · 52302

Phone

(319) 366-0761

Industry

Other Services (ex. Public Admin)see 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

2025-08-15

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)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$8K	—

Investments

124 direct securities · 1 pooled fund· $25.0M(100% 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

$23.5M

124 holdings

Common Collective Trust

$1.5M

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
Empower Lifetime 2025 Fund Inst	—	—	—	$3.7M	14.8%
Empower Lifetime 2035 Fund Inst	—	—	—	$2.5M	10.0%
PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202	Common Collective Trust	—	—	$1.5M	5.9%
Empower Lifetime 2030 Fund Inst	—	—	—	$996K	4.0%
SEI Real Return A (SIMT)	—	—	—	$985K	3.9%
Empower Lifetime 2045 Fund Inst	—	—	—	$947K	3.8%
Empower Lifetime 2055 Fund Inst	—	—	—	$882K	3.5%
Participants Participant Loans Rates from 4.25% - 9.5% -	—	—	—	$790K	3.2%
Oberweis Micro Cap Institutional 11 Oakmark Equity and Income I 53 Permanent TSB Permanent Portfolio	—	—	—	$546K	2.2%
American Funds American Balance R6	—	—	—	$535K	2.1%
Virtus Investments Virtus Income & Growth Institutional	—	—	—	$525K	2.1%
American Funds Moderate G/I Portfolio R6	—	—	—	$525K	2.1%
Calvert Balanced R6	—	—	—	$523K	2.1%
Vangaurd Strategic Equity Inv	—	—	—	$523K	2.1%
Thornburg Investment Income Builder R6	—	—	—	$517K	2.1%
American GR and INC Port R6	—	—	—	$516K	2.1%
Putnam Putman Synamic Asset Allocation Bal R6	—	—	—	$516K	2.1%
American Century Stat AllC: Agrsv R6	—	—	—	$515K	2.1%
Blackrock Sustainable Balanced Instl	—	—	—	$510K	2.0%
Janus Henderson Triton T	—	—	—	$508K	2.0%
Victory Growth and Tax Strategy	—	—	—	$442K	1.8%
Janus Quality Growth I	—	—	—	$388K	1.6%
Fidelity Capital & Income	—	—	—	$377K	1.5%
Empower Lifetime 2050 Fund Inst	—	—	—	$331K	1.3%
Lazard Global Listed Infrastructure	—	—	—	$308K	1.2%
T. Rowe Price Health Sciences Fund Inc.	—	—	—	$300K	1.2%
AQR Large Cap Defensive Style I	—	—	—	$293K	1.2%
Empower Lifetime 2020 Fund Inst	—	—	—	$241K	1.0%
Empower Lifetime 2040 Fund Inst	—	—	—	$225K	0.9%
Empower Lifetime 2015 Fund Inst	—	—	—	$179K	0.7%
Vangaurd Short Term Inflation Prot SEC IDX ADM	—	—	—	$131K	0.5%
T. Rowe Price Rowe Price INSTL Floating Rate	—	—	—	$127K	0.5%
Empower Lifetime 2060 Fund Inst	—	—	—	$126K	0.5%
PIMCO Int Bond (USD-Hedged) Inst	—	—	—	$123K	0.5%
Madison Dividend Income Y	—	—	—	$113K	0.5%
Federated Hermes MDT Large Cap Growth IS	—	—	—	$111K	0.4%
Fidelity New Millenium	—	—	—	$111K	0.4%
American Beacon Large Cap Growth I	—	—	—	$110K	0.4%
AMG Yacktman I	—	—	—	$108K	0.4%
AMG River Road Large Cap Value Select I	—	—	—	$105K	0.4%
Fidelity Advisor Technology Z 4 Fidelity Blue Chip Growth Inv	—	—	—	$105K	0.4%
American Beacon Concentrated Growth Z	—	—	—	$102K	0.4%
PGIM Jennison Small Company R6 1 PGIM Jennison Natural Resources R6 44 PIMCO Income Instl	—	—	—	$102K	0.4%
T. Rowe Price Rowe Price Dividend Growth I	—	—	—	$100K	0.4%
Columbia Select Global Equity Inst3	—	—	—	$89K	0.4%
Janus Global Technology I	—	—	—	$87K	0.3%
Fidelity Advisor Floating rate HI Inc Z	—	—	—	$84K	0.3%
Dodge and Cox Dodge and Cox Stock	—	—	—	$84K	0.3%
Invesco Small Cap Value R6	—	—	—	$79K	0.3%
Vangaurd Small Cap Index ADM	—	—	—	$77K	0.3%
TCW Total Return Bond I	—	—	—	$70K	0.3%
Fidelity Select Insurance Port	—	—	—	$59K	0.2%
Fidelity Telecom And Utilities	—	—	—	$58K	0.2%
Neuberger Berman Large Cap Value R6	—	—	—	$57K	0.2%
Fidelity Select Automotive Port 514 Fidelity Select Chemicals 1 Fidelity Select Construction & HSG Port 10 Fidelity Select Consumer Discret Port 63 Fidelity Select Fintech Portfolio	—	—	—	$57K	0.2%
Blackrock High Equity Income K 5 Blackrock Mid-cap Value Class K	—	—	—	$56K	0.2%
Madison Investors R6 513 Madison Mid Cap R6	—	—	—	$51K	0.2%
Thornburg Global Opportunities R5	—	—	—	$49K	0.2%
American Century Global Small Cap R6	—	—	—	$49K	0.2%
Fidelity Select Tech Hardware Portfolio	—	—	—	$47K	0.2%
Janus Henderson Contrarian N	—	—	—	$40K	0.2%
First Eagle First Eagle Global R6	—	—	—	$38K	0.1%
Fidelity Industrials Z 66 Fidelity Advisor Semiconductors I	—	—	—	$32K	0.1%
Fidelity Select Pharmaceuticals	—	—	—	$30K	0.1%
Invesco Equity and Income R6	—	—	—	$27K	0.1%
Vangaurd Information Technology Index Admiral	—	—	—	$26K	0.1%
Davis Appreciation & Income Y	—	—	—	$26K	0.1%
Franklin Mutual Shares R6	—	—	—	$26K	0.1%
Morgan Stanley Instl Global Strat Instl	—	—	—	$25K	0.1%
American Funds Conserv G/I Portfolio R6	—	—	—	$22K	<0.1%
T. Rowe Price T Rowe Price Global Allocation I	—	—	—	$22K	<0.1%
Franklin Managed Income R6	—	—	—	$22K	<0.1%
Fidelity Select Leisure 66 Fidelity Select Medical Tech and Devices	—	—	—	$19K	<0.1%
Eagle Carillon Clarivest Capital Apprec R6	—	—	—	$19K	<0.1%
Pioneer Global Sustainable Equity K	—	—	—	$19K	<0.1%
Janus Henderson European Focus N	—	—	—	$19K	<0.1%
Dodge and Cox Dodge and Cox Balanced	—	—	—	$18K	<0.1%
John Hancock MultiMngr Lifestyle Growth	—	—	—	$17K	<0.1%
Fidelity Advisor Japan Z 10 Fidelity Advisor Materials Z 1 Fidelity Advisor Mid Cap Value Z 11 Fidelity Emerging Markets Z	—	—	—	$17K	<0.1%
T. Rowe Price Rowe Price Communications & Tech Inv	—	—	—	$17K	<0.1%
Fidelity Select Software & IT Services	—	—	—	$17K	<0.1%
Janus Henderson Forty N	—	—	—	$16K	<0.1%
American Income Fund of America R6	—	—	—	$14K	<0.1%
Vanguard Dividend Apprec Index Admiral	—	—	—	$13K	<0.1%
Janus Growth and Income N	—	—	—	$13K	<0.1%
Franklin Income R6	—	—	—	$12K	<0.1%
PIMCO Preferred and Capital SECS Instl	—	—	—	$12K	<0.1%
T. Rowe Price Rowe Price Global Technology	—	—	—	$11K	<0.1%
First Eagle First Eagle US Value	—	—	—	$10K	<0.1%
FMI Common Stock 31 FPA Crescent	—	—	—	$10K	<0.1%
SEI Conservative Strategy F SAAT	—	—	—	$10K	<0.1%
Franklin Real Estate Securities R6	—	—	—	$9K	<0.1%
Brown Advisory Sustainable Growth I 2 Calamos Growth & Income Fund I	—	—	—	$9K	<0.1%
Allspring Diversified Capital Build Inst	—	—	—	$9K	<0.1%
Madison Covered Call & Equity Income R6	—	—	—	$7K	<0.1%
Macguarie Mid Cap Growth R6	—	—	—	$7K	<0.1%
T. Rowe Price Rowe Price Dynamic Global Bond I	—	—	—	$7K	<0.1%
Allspring Emerging Growth R6	—	—	—	$7K	<0.1%
Allspring Discovery Small Cap Grwth Inst	—	—	—	$6K	<0.1%
Janus Henderson Global Life Sciences I	—	—	—	$6K	<0.1%
Fidelity Growth Strategies	—	—	—	$6K	<0.1%
Morgan Stanley Inst Growth I	—	—	—	$6K	<0.1%
AQR Risk-Balanced Commodities Strat R6	—	—	—	$5K	<0.1%
MFS Utilities R6 24 MFS Growth Allocation R6 117 Morgan Stanley Inst Discovery I	—	—	—	$5K	<0.1%
Invesco Convertible Securities R6	—	—	—	$5K	<0.1%
PIMCO Inflation Response Multiasst Instl	—	—	—	$5K	<0.1%
Fidelity Select Transportation Portfolio 835 Fidelity Select Wireless 1 Fidelity Strategic Real Return	—	—	—	$5K	<0.1%
SEI Multi Asset Inflation MGD F	—	—	—	$5K	<0.1%
Fidelity Advisor Canada Z	—	—	—	$4K	<0.1%
Putnam Global Technology R6	—	—	—	$4K	<0.1%
Fidelity Nordic	—	—	—	$3K	<0.1%
Goldman Sachs Goldman Sachs Technology Opps R6 3 Hartford Climate Opps R6 11 Heartland Value Plus Inst 37 Hennessy Gas Utility Index Investor	—	—	—	$3K	<0.1%
Baird Midcap Inst 1 Baron Global Focused Growth R6	—	—	—	$3K	<0.1%
Allspring Utility And Telecommuncs INST	—	—	—	$3K	<0.1%
Morgan Stanley Inst Inception Port I	—	—	—	$3K	<0.1%
Federated Hermes MDT Mid CP Growth R6	—	—	—	$3K	<0.1%
Fidelity Advisor Biotechnology Z	—	—	—	$2K	<0.1%
Franklin Mutual Global Discovery R6	—	—	—	$2K	<0.1%
Invesco Global OPP R6 299 Invesco Small Cap Equity R6	—	—	—	$2K	<0.1%
Pioneer Multi-Asset Income K	—	—	—	$2K	<0.1%
Virtus Investments Virtus Kar Mid-Cap Core I 55 VOYA Securitized Credit W	—	—	—	$2K	<0.1%
Blackrock Technology Opportunities instl	—	—	—	$2K	<0.1%
Virtus Investments Virtus Convertible A	—	—	—	$2K	<0.1%
GS Energy Infrastructure FD R6 Shares	—	—	—	$2K	<0.1%
Fidelity Environment&Alternative Energy	—	—	—	$2K	<0.1%