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Original filing (PDF)20251014100718NAL0003576832001
HILLYARD INDUSTRIES
Form 5500
FILING_RECEIVED
HILLYARD REVISED RETIREMENT PLAN
Defined-benefit pension plan
Signals · 3
36% in single holdingNo recordkeeper disclosed6 service providers
Active participants
101
Accounts w/ balance
—
Plan assets (EOY)
$54.3M
Net assets (EOY)
$54.3M
How this plan invests
This plan
5 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
82
Total plan cost
65
Vendor stack
55
Participation health
100
Knocking points off
- Top holding "PIMCO Moderate Duration Fund-Inst" is 36% of plan.
- 48 bps in Schedule C fees — 198% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HILLYARD INDUSTRIES.
Plan sponsor
Name
HILLYARD INDUSTRIES
EIN
44-0284100
Address
302 NORTH FOURTH STREET · ST. JOSEPH, MO · 64502
Phone
(816) 233-1321
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
334
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $93K | — |
| MILLIMAN | 91-0675641 | — | NONE | $54K | — |
| THE COMMERCE TRUST COMPANY | 43-6334070 | — | NONE | $45K | — |
| ATLANTA CONSULTING GROUP | 81-5358976 | — | NONE | $45K | — |
| GRANT THORNTON | 36-6055558 | — | NONE | $15K | — |
| CLIFTON LARSON ALLEN | 41-0746749 | — | NONE | $7K | — |
Investments
5 direct securities· $50.4M(93% of reported assets)
Uncategorized
$43.3M
4 holdings
Mutual Funds
$7.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PIMCO Moderate Duration Fund-Inst | — | — | $17.9M | $18.0M | 33.2% | |
| PIMCO Long-Term Credit Bond Fund | — | — | $12.9M | $12.9M | 23.7% | |
| Cash and cash equivalents Financial Square Tr Government Instituional Class | — | — | $11.1M | $11.1M | 20.4% | |
| PIMCO Long Duration Total Return | Mutual Funds | — | $7.3M | $7.2M | 13.2% | |
| Canyon Capital Advisors Canyon Balance Fund | — | — | $1.3M | $1.3M | 2.4% |