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Original filing (PDF)20251014172431NAL0006969298001
HILTI FIELDWIRE, INC.
Form 5500
FILING_RECEIVED
FIELDWIRELABS, INC. RETIREMENT TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
179
Accounts w/ balance
150
Plan assets (EOY)
$7.7M
Net assets (EOY)
$7.7M
How this plan invests
This plan
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (13 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HILTI FIELDWIRE, INC..
Plan sponsor
Name
HILTI FIELDWIRE, INC.
EIN
46-2203143
Address
301 HOWARD ST · FLOOR 13 · SAN FRANCISCO, CA · 94105
Phone
(213) 805-8898
Industry
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $10K | — |
Investments
18 direct securities· $7.6M(98% of reported assets)
Uncategorized
$5.8M
17 holdings
Mutual Funds
$1.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The Vanguard Group Vanguard Target Retirement 2055 Fund N/R | Mutual Funds | — | — | $1.8M | 22.7% | |
| The Vanguard Group Vanguard Target Retirement 2060 Fund N/R | — | — | — | $1.3M | 16.6% | |
| The Vanguard Group Vanguard 500 Index Fund N/R | — | — | — | $1.1M | 14.1% | |
| The Vanguard Group Vanguard Target Retirement 2050 Fund N/R | — | — | — | $943K | 12.2% | |
| The Vanguard Group Vanguard Target Retirement 2045 Fund N/R | — | — | — | $608K | 7.9% | |
| The Vanguard Group Vanguard Total Stock Market Index Fund N/R | — | — | — | $470K | 6.1% | |
| The Vanguard Group Vanguard Growth Index Fund N/R | — | — | — | $342K | 4.4% | |
| The Vanguard Group Vanguard Target Retirement 2065 Fund N/R | — | — | — | $327K | 4.2% | |
| The Vanguard Group Vanguard Target Retirement 2040 Fund N/R | — | — | — | $150K | 1.9% | |
| The Vanguard Group Vanguard Total Bond Index Fund N/R | — | — | — | $128K | 1.7% | |
| The Vanguard Group Vanguard Target Retirement 2030 Fund N/R | — | — | — | $121K | 1.6% | |
| The Vanguard Group Vanguard Small-Cap Index Fund N/R | — | — | — | $104K | 1.3% | |
| The Vanguard Group Vanguard Total International Stock Index N/R | — | — | — | $92K | 1.2% | |
| Fund The Vanguard Group Vanguard Value Index Fund N/R | — | — | — | $77K | 1.0% | |
| The Vanguard Group Vanguard Mid-Cap Index Fund N/R | — | — | — | $47K | 0.6% | |
| The Vanguard Group Vanguard Short-Term Bond Index Fund N/R | — | — | — | $24K | 0.3% | |
| The Vanguard Group Vanguard Target Retirement Income N/R | — | — | — | $3K | <0.1% | |
| Fund The Vanguard Group Vanguard Intermediate-Term Bond Index N/R | — | — | — | $2K | <0.1% |
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