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Original filing (PDF)20250908050727NAL0019033073001
HANSEN ICC, LLC
Form 5500
FILING_RECEIVED
HANSEN ICC, LLC SAVINGS PLAN
401(k) retirement plan
Active participants
134
Accounts w/ balance
183
Plan assets (EOY)
$34.7M
Net assets (EOY)
$34.7M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HANSEN ICC, LLC.
Plan sponsor
Name
HANSEN ICC, LLC
EIN
46-1560704
Address
74 W BROAD ST, SUITE 530 · BETHLEHEM, PA · 18018
Phone
(570) 956-5189
Industry
Software Publishers· Information / Tech / Mediasee 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
2025-09-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ANSEL & ASSOCIATES CPAS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MGMT INC. | 94-3106735 | — | BROKER | $49 | — |
Investments
26 direct securities · 1 pooled fund· $34.4M(99% 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.
Registered Investment Companies
$28.0M
25 holdings
Uncategorized
$5.0M
1 holding
Common Collective Trust
$1.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SCHWAB S&P 500 INDEX FUND | Registered Investment Companies | — | — | $6.3M | 18.1% | |
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | — | — | — | $5.0M | 14.6% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $3.5M | 10.0% | |
| JPMORGAN US GARP EQUITY R6 | Registered Investment Companies | — | — | $2.7M | 7.7% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $2.0M | 5.9% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.8M | 5.3% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $1.6M | 4.7% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.3M | 3.7% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $1.0M | 2.9% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $988K | 2.9% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $948K | 2.7% | |
| INVESCO EQUITY AND INCOME R6 | Registered Investment Companies | — | — | $941K | 2.7% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $885K | 2.6% | |
| VANGUARD WELLESLEY INCOME-ADMR | Registered Investment Companies | — | — | $822K | 2.4% | |
| SCHWAB SMALL CAP INDEX | Registered Investment Companies | — | — | $722K | 2.1% | |
| BAIRD CORE PLUS BOND INSTL | Registered Investment Companies | — | — | $592K | 1.7% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $559K | 1.6% | |
| JPMORGAN VALUE ADVANTAGE R6 | Registered Investment Companies | — | — | $514K | 1.5% | |
| DFA INTL CORE EQUITY 2 INST | Registered Investment Companies | — | — | $404K | 1.2% | |
| PIMCO REAL RETURN FUND - INSTL | Registered Investment Companies | — | — | $351K | 1.0% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $312K | 0.9% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $302K | 0.9% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $248K | 0.7% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $231K | 0.7% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $181K | 0.5% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $109K | 0.3% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $41K | 0.1% |
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