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Original filing (PDF)20251013174945NAL0001792097001
HILLYARD INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
HILLYARD 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
827
Accounts w/ balance
1,207
Plan assets (EOY)
$153.4M
Net assets (EOY)
$153.4M
How this plan invests
This plan
1 pooled trust
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (4 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HILLYARD INDUSTRIES, INC..
Plan sponsor
Name
HILLYARD INDUSTRIES, INC.
EIN
44-0284100
Address
302 N 4TH ST · SAINT JOSEPH, MO · 64501
Phone
(816) 233-1321
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2U · Association Retirement Plan
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$39K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $58K | — |
| RESOURCES INVESTMENT ADVISORS, LLC | 82-1434504 | — | CONSULTANT | $36K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
39 direct securities · 1 pooled fund· $144.6M(94% 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
$142.7M
38 holdings
Common Collective Trust
$1.4M
1 holding
Mutual Funds
$508K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2025 K | — | — | — | $20.9M | 13.6% | |
| Fidelity Freedom 2030 K | — | — | — | $19.8M | 12.9% | |
| Fidelity Freedom 2035 K | — | — | — | $14.0M | 9.2% | |
| Fidelity 500 Index | — | — | — | $12.2M | 8.0% | |
| Fidelity Freedom 2045 K | — | — | — | $9.5M | 6.2% | |
| Principal LG Cap Growth I R6 | — | — | — | $9.3M | 6.1% | |
| Fidelity Freedom 2040 K | — | — | — | $8.7M | 5.7% | |
| Fidelity Freedom 2020 K | — | — | — | $5.0M | 3.3% | |
| Fidelity Freedom 2050 K | — | — | — | $4.3M | 2.8% | |
| Fidelity Freedom 2055 K | — | — | — | $4.2M | 2.7% | |
| PIMCO Total Return Inst | — | — | — | $3.4M | 2.2% | |
| Cash Equivalents * Fidelity Government Money Market Fund | — | — | — | $3.1M | 2.0% | |
| Fidelity Freedom 2015 K | — | — | — | $2.7M | 1.7% | |
| JP Morgan Equity Income R6 | — | — | — | $2.7M | 1.7% | |
| Hartford Intl Opps Y | — | — | — | $2.3M | 1.5% | |
| Carillion Family of Funds E Mid Cap Growth R5 | — | — | — | $2.1M | 1.4% | |
| Fidelity Extd Market Index | — | — | — | $2.1M | 1.4% | |
| through January 2030 | — | — | — | $1.7M | 1.1% | |
| Fidelity Freedom 2060 K | — | — | — | $1.6M | 1.1% | |
| MFS Mid Cap Value R6 | — | — | — | $1.6M | 1.0% | |
| Common Collective Trust Fund * Fidelity Managed Income Portfolio | — | — | — | $1.4M | 0.9% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.4M | 0.9% | |
| Touchstone LG Cap FOC Y | — | — | — | $1.3M | 0.9% | |
| American Beacon Intl Equity R5 | — | — | — | $1.2M | 0.8% | |
| Fidelity Intl Index | — | — | — | $1.0M | 0.7% | |
| Loomis Sm Cap Growth IS | — | — | — | $978K | 0.6% | |
| Fidelity Freedom 2010 K | — | — | — | $976K | 0.6% | |
| Fidelity US Bond Index | — | — | — | $794K | 0.5% | |
| American Funds Europac Growth R6 | — | — | — | $693K | 0.5% | |
| Blackrock MA Income Inst | — | — | — | $534K | 0.3% | |
| Principal SMCP S&P 600 Inst | — | — | — | $526K | 0.3% | |
| Neuberger Berman Genesis TR CL | — | — | — | $523K | 0.3% | |
| PIMCO Income Inst | Mutual Funds | — | — | $508K | 0.3% | |
| PIMCO Real Return Inst | — | — | — | $328K | 0.2% | |
| Lord Abbott SH DTN Income R6 | — | — | — | $321K | 0.2% | |
| Fidelity Freedom 2065 K | — | — | — | $291K | 0.2% | |
| American Beacon Sm Cap Value R5 | — | — | — | $278K | 0.2% | |
| Fidelity Freedom Inc K | — | — | — | $140K | <0.1% | |
| BNYM GLB FX Inc T | — | — | — | $135K | <0.1% | |
| Fidelity Freedom 2070 K | — | — | — | $2K | <0.1% |
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