How big is HAC, Inc.'s plan?

HAC, Inc.'s plan reported $28.0M in assets and 2,246 participants for 2024.

Original filing (PDF)20251015142441NAL0006573888001

HAC, Inc.

Name: HAC, Inc. — HAC, Inc. 401(k) Plan, Form 5500 (2024)
Creator: HAC, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

HAC, Inc. 401(k) Plan

401(k) retirement plan · HAC, Inc.'s HAC, Inc. 401(k) Plan held $28.0M in plan assets for 2,246 participants in 2024, with The Standard (StanCorp) as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

2,246

Accounts w/ balance

642

Plan assets (EOY)

$28.0M

Net assets (EOY)

$28.0M

Plan identifiers

HAC, Inc.'s EIN is 43-1969314.

EIN 43-1969314

Plan number 001

Plan year 2024

ACK ID 20251015142441NAL0006573888001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for HAC, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

HAC, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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

Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (20th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Plan sponsor

Name

HAC, INC.

EIN

all filings

Address

390 NE 36TH ST. · OKLAHOMA CITY, OK · 73105

Phone

(405) 290-3000

Industry

Supermarkets & Other Grocery Stores· Retail Trade

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	—	NONE	$103K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE HAYS FINANCIAL GROUP, LLC	41-1931920	—	NONE	$42K	—
CHARLES SCHWAB BANK	42-1558009	—

Investments

27 direct securities· $27.8M(99% of reported assets)

Mutual Funds

$19.5M

16 holdings

Other securities

$3.2M

5 holdings

Common Collective Trusts

$2.9M

4 holdings

Stable Value

$1.7M

1 holding

Bonds / Notes

$507K

1 holding

					% of plan
American Funds 2030 Target Date Mutual Fund	Mutual Funds	—	—	$3.6M	12.9%
American Funds 2025 Target Date Mutual Fund	Mutual Funds	—	—	$2.8M	10.1%
American Funds 2035 Target Date Mutual Fund	Mutual Funds	—	—	$2.4M	8.6%
American Funds 2020 Target Date Mutual Fund	Mutual Funds	—	—	$2.3M	8.1%
American Funds 2045 Target Date Mutual Fund	Mutual Funds	—	—	$2.0M	7.1%
Vanguard 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.8M	6.4%
American Funds 2040 Target Date Mutual Fund	Mutual Funds	—	—	$1.8M	6.3%
American Funds 2050 Target Date Mutual Fund	Mutual Funds	—	—	$1.7M	6.2%
Standard Stable Asset Guaranteed Investment Contract	Stable Value	—	—	$1.7M	6.0%
AB Large Cap Growth Mutual Fund	Other securities	—	—	$1.5M	5.4%
Prudential Total Return Bond Fund Mutual Fund	Other securities	—	—	$1.1M	4.0%
MFS International Value Mutual Fund	Mutual Funds	—	—	$589K	2.1%
American Funds 2055 Target Date Mutual Fund	Mutual Funds	—	—	$525K	1.9%
Notes Receivable from Participants Various participants, interest rates range from 3.25% to 8.5%	Bonds / Notes	—	—	$507K	1.8%
Vanguard Mid Cap Growth Index Fund Mutual Fund	Common Collective Trusts	—	—	$443K	1.6%
American Funds 2015 Target Date Mutual Fund	Mutual Funds	—	—	$440K	1.6%
JPMorgan US Value Fund Mutual Fund	Other securities	—	—	$436K	1.6%
Vanguard Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$395K	1.4%
American Funds 2060 Target Date Mutual Fund	Mutual Funds	—	—	$358K	1.3%
Vanguard Small Cap Value Index Fund Mutual Fund	Common Collective Trusts	—	—	$291K	1.0%
Fidelity Small Cap Index Mutual Fund	Mutual Funds	—	—	$243K	0.9%
American Funds 2010 Target Date Mutual Fund	Mutual Funds	—	—	$220K	0.8%
MFS Mid Cap Value Mutual Fund	Mutual Funds	—	—	$188K	0.7%
American Funds New Perspective Mutual Fund	Mutual Funds	—	—	$171K	0.6%
JPMorgan Small Cap Growth Fund Mutual Fund	Other securities	—	—	$143K	0.5%
American Funds American Balanced Mutual Fund	Mutual Funds	—	—	$142K	0.5%
Goldman Sachs Emerg Mkt Eq I Mutual Fund	Other securities	—	—	$17K	<0.1%