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Original filing (PDF)20251013100007NAL0001660544001
HG MANAGEMENT, LLC
Form 5500
FILING_RECEIVED
HG MANAGEMENT LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
~99 bps in Sched C fees
Active participants
202
Accounts w/ balance
253
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
How this plan invests
This plan
49 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 99 bps in Schedule C fees — 91% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HG MANAGEMENT, LLC.
Plan sponsor
Name
HG MANAGEMENT, LLC
EIN
46-2578864
Address
5662 WEST CLUBHOUSE DRIVE · HURRICANE, UT · 84737
Phone
(708) 430-9337
Industry
Management of Companies / Holdingssee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | RECORDKEEPER | $20K | — |
Investments
4 direct securities · 49 pooled funds· $2.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$2.2M
49 holdings
Uncategorized
$248K
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NUVEEN LC INDEX 2040 I SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $420K | 20.9% | |
| NUVEEN LC INDEX 2060 I SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $219K | 10.9% | |
| NUVEEN LC INDEX 2055 I SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $214K | 10.6% | |
| JPMORGAN LARGE CAP GROWTH SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 234 | Pooled Separate Account | — | — | $181K | 9.0% | |
| NUVEEN LC INDEX 2045 I SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $165K | 8.2% | |
| BlackRock Sustainable Advantage Large Cap Core Fund - Institutional Shares | — | — | — | $140K | 6.9% | |
| BRCK SUST ADV LRG CP CORE INST SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $140K | 6.9% | |
| NUVEEN LC INDEX 2050 I SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $106K | 5.3% | |
| NORTHERN WORLD SELECTN IDX I SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $104K | 5.2% | |
| NTHERN GLB SUSTAINABLTY IDX SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $104K | 5.2% | |
| Dimensional Fund Advisors U.S. Small Cap Value Portfolio - Institutional Class | — | — | — | $85K | 4.2% | |
| DFA U.S. SM CAP VAL PORT SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 167 | Pooled Separate Account | — | — | $85K | 4.2% | |
| NUVEEN LC INDEX 2035 I SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $82K | 4.1% | |
| ISHARES S&P 500 INDEX SERVICE SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 658 | Pooled Separate Account | — | — | $47K | 2.3% | |
| VANGUARD LIFESTRATEGY GROWTH SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $41K | 2.0% | |
| VANGUARD LIFESTRATEGY GROWTH SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 026 | Pooled Separate Account | — | — | $41K | 2.0% | |
| SECURIAN AM MONEY MARKET SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $37K | 1.8% | |
| SECURIAN AM MONEY MARKET SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $37K | 1.8% | |
| VANGUARD EQUITY-INCOME ADM SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $30K | 1.5% | |
| VANGUARD EQUITY-INCOME ADM SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 333 | Pooled Separate Account | — | — | $30K | 1.5% | |
| VANGUARD EXTENDED MKT IDX ADM SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $17K | 0.8% | |
| VGD EXTENDED MKT IDX ADM SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 112 | Pooled Separate Account | — | — | $17K | 0.8% | |
| NUVEEN LC INDEX 2030 I SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $17K | 0.8% | |
| American Funds International Growth and Income Fund - Class R-6 | — | — | — | $15K | 0.7% | |
| AM FNDS INTL GR AND INC R6 SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 282 | Pooled Separate Account | — | — | $15K | 0.7% | |
| SEGALL BRYANT HAMILL SMCAP GRO SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $9K | 0.5% | |
| SGLL BRYNT & HMLL SMALL CP GR SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 766 | Pooled Separate Account | — | — | $9K | 0.5% | |
| VANGUARD TOT BOND MKT IDX ADM SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $9K | 0.4% | |
| VANGUARD TOT BOND MKT IDX ADM SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 154 | Pooled Separate Account | — | — | $9K | 0.4% | |
| NUVEEN CORE IMPACT BOND I SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $8K | 0.4% | |
| Nuveen International Equity Index Fund - R6 Class | — | — | — | $8K | 0.4% | |
| NUVEEN INTL EQ IDX R6 SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $8K | 0.4% | |
| FIDELITY EMERGING MARKETS IDX SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $7K | 0.4% | |
| NUVEEN LC INDEX 2025 I SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $6K | 0.3% | |
| NUVEEN LC INDEX 2020 I SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $6K | 0.3% | |
| NUVEEN LC INDEX 2015 I SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $4K | 0.2% | |
| PGIM TOTAL RETURN BOND Z SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 382 | Pooled Separate Account | — | — | $4K | 0.2% | |
| PGIM TOTAL RETURN BOND Z SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $4K | 0.2% | |
| CLEARBRIDGE INTL GR A SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $3K | 0.1% | |
| TIAA-CREF LC INDEX 2035 ADV SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LC INDEX 2040 ADV SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% | |
| GOLDMAN SACHS SHRT DUR GOVT I SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LC INDEX 2030 ADV SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LC INDEX 2025 ADV SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LC INDEX 2020 ADV SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LC INDEX 2015 ADV SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LC INDEX 2045 ADV SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF CORE IMPACT BOND ADV SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF INTL EQ IDX INSTL SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 788 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LC INDEX 2050 ADV SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INVCO OPPHMR INTL GR SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 277 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LC INDEX 2055 ADV SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LC INDEX 2060 ADV SECURIAN FINANCIAL GROUP · EIN 41-1919752 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% |
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