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Original filing (PDF)20260228103447NAL0002165200001
HARI DONUTS BATAVIA INC.
Form 5500
FILING_RECEIVED
THE HARI GROUP 401(K) PLAN
401(k) retirement plan
Signals · 3
Late filing · 3.4 mo46% in single holdingNo recordkeeper disclosed
Active participants
315
Accounts w/ balance
279
Plan assets (EOY)
$120K
Net assets (EOY)
$120K
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
86
Concentration risk
77
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Filed 3.4 months past the 10.5-month grace window.
- Top holding "Vanguard Total Stock Market Index Admiral #" is 46% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HARI DONUTS BATAVIA INC..
Plan sponsor
Name
HARI DONUTS BATAVIA INC.
EIN
45-5493951
Address
2002 W WILSON ST. · BATAVIA, IL · 60510
Phone
(847) 732-9301
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
2026-02-28
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KRUGGEL LAWTON & COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
5 direct securities· $117K(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Admiral # | — | — | — | $54K | 45.0% | |
| Vanguard Total International Stock Index Admiral # | — | — | — | $34K | 28.2% | |
| Vanguard Short-Term Infl-Prot Sec Idx Adm # 459 Vanguard Total Bond Market Index Admiral # | — | — | — | $14K | 11.6% | |
| Vanguard 500 Index Admiral # 962 Vanguard Real Estate Index Admiral # | — | — | — | $9K | 7.8% | |
| Vanguard Total International Bond Index Admiral # | — | — | — | $6K | 5.0% |
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