Original filing (PDF)20251001092949NAL0020768258001

HERRMAN BUILDING MATERIALS, INC.

Name: HERRMAN BUILDING MATERIALS, INC. — HERRMAN LUMBER COMPANY EMPLOYEE RETIREMENT PLAN, Form 5500 (2024)
Creator: HERRMAN BUILDING MATERIALS, INC.

Form 5500

FILING_RECEIVED

HERRMAN LUMBER COMPANY EMPLOYEE RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade B

Above-average plan

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

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HERRMAN BUILDING MATERIALS, INC..

Plan sponsor

Name

HERRMAN BUILDING MATERIALS, INC.

EIN

44-0653225

Address

1917 S STATE HWY MM · SPRINGFIELD, MO · 65802

Phone

(417) 447-9525

Industry

Retail Tradesee 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

2025-10-01

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS LLC	11-3665754	—	NONE	$14K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH RETIREMENT & BENEFIT	13-5674085	—	NONE	$15K	—

Investments

33 direct securities· $4.9M(100% of reported assets)

Other securities

$4.7M

32 holdings

Common Stock

$198K

1 holding

					% of plan
GM Western Asset Core Bond IS Legg Mason 0	Other securities	—	—	$801K	16.2%
GM American Funds American Mutual R6 American Funds 0	Other securities	—	—	$390K	7.9%
GM MFS Massachusetts Investors Gr Stk R6 MFS 0	Other securities	—	—	$300K	6.1%
BlackRock Liquidity T-Fund Premier BlackRock 0	Other securities	—	—	$280K	5.7%
GM MFS Mid Cap Value R6 MFS 0	Other securities	—	—	$275K	5.6%
American Funds American Mutual R6 American Funds 0	Other securities	—	—	$240K	4.9%
GM Hartford Schroders Intl MultCap Val S Hartford 0	Other securities	—	—	$237K	4.8%
GM Goldman Sachs GQG Prtnrs Intl Opp Ins Goldman Sachs 0	Other securities	—	—	$235K	4.8%
MFS Massachusetts Investors Gr Stk R6 MFS 0	Other securities	—	—	$230K	4.7%
GM American Funds Global Balanced R6 American Funds 0	Other securities	—	—	$209K	4.2%
GM Federated Hermes Mdt Mid Cp Gr R6 Federated 0	Other securities	—	—	$208K	4.2%
GM Seafarer Overseas Growth and Inc Inst Seafarer 0	Common Stock	—	—	$198K	4.0%
Federated Hermes Mdt Mid Cp Gr R6 Federated 0	Other securities	—	—	$165K	3.3%
GM Undiscovered Mgrs Behavioral Val R6 Undiscovered 0	Other securities	—	—	$165K	3.3%
GM PIMCO Real Return Instl PIMCO 0	Other securities	—	—	$158K	3.2%
MFS Mid Cap Value R6 MFS 0	Other securities	—	—	$127K	2.6%
Undiscovered Mgrs Behavioral Val R6 Undiscovered 0	Other securities	—	—	$123K	2.5%
GM PGIM High Yield R6 PGIM 0	Other securities	—	—	$107K	2.2%
American Funds Trgt Date Ret 2035 R6 American Funds 0	Other securities	—	—	$107K	2.2%
GM Wasatch Core Growth Instl Wasatch 0	Other securities	—	—	$86K	1.7%
PGIM High Yield R6 PGIM 0	Other securities	—	—	$49K	1.0%
Western Asset Core Bond IS Legg Mason 0	Other securities	—	—	$44K	0.9%
GM BlackRock Liquidity T-Fund Premier BlackRock 0	Other securities	—	—	$39K	0.8%
American Funds Trgt Date Ret 2050 R6 American Funds 0	Other securities	—	—	$29K	0.6%
American Funds Global Balanced R6 American Funds 0	Other securities	—	—	$26K	0.5%
American Funds Trgt Date Ret 2055 R6 American Funds 0	Other securities	—	—	$23K	0.5%
PIMCO Real Return Instl PIMCO 0	Other securities	—	—	$20K	0.4%
American Funds Trgt Date Ret 2065 R6 American Funds 0	Other securities	—	—	$16K	0.3%
American Funds Trgt Date Ret 2040 R6 American Funds 0	Other securities	—	—	$16K	0.3%
Goldman Sachs GQG Prtnrs Intl Opp Instl Goldman Sachs 0	Other securities	—	—	$14K	0.3%
Hartford Schroders Intl MultCap Val SDR Hartford 0	Other securities	—	—	$13K	0.3%
American Funds Trgt Date Ret 2060 R6 American Funds 0	Other securities	—	—	$8K	0.2%
American Funds Trgt Date Ret 2045 R6 American Funds 0	Other securities	—	—	$4K	<0.1%