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Original filing (PDF)20250924051002NAL0008861699001
HANSEN-MUELLER CO.
Form 5500
FILING_RECEIVED
HANSEN-MUELLER CO. 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
138
Accounts w/ balance
167
Plan assets (EOY)
$15.6M
Net assets (EOY)
$15.6M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "PUT DYNAMIC ASSET ALLOC BAL R6" is 26% of plan.
Helping the score
- Below-peer total fees (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HANSEN-MUELLER CO..
Plan sponsor
Name
HANSEN-MUELLER CO.
EIN
47-0619385
Address
13321 CALIFORNIA STREET · SUITE 100 · OMAHA, NE · 68154
Phone
(402) 951-2194
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
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
LUTZ & COMPANY PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $28K | — |
Investments
31 direct securities · 1 pooled fund· $15.2M(98% 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
$15.0M
31 holdings
Common Collective Trust
$290K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PUT DYNAMIC ASSET ALLOC BAL R6 | Registered Investment Companies | — | — | $4.0M | 25.6% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.8M | 11.7% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $1.4M | 8.7% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $936K | 6.0% | |
| STATE STREET AGGREGATE BD ID K | Registered Investment Companies | — | — | $884K | 5.7% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $688K | 4.4% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $682K | 4.4% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $544K | 3.5% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $516K | 3.3% | |
| VANGUARD US GROWTH FUND ADM | Registered Investment Companies | — | — | $455K | 2.9% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $401K | 2.6% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $371K | 2.4% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $320K | 2.1% | |
| MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $290K | 1.9% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $261K | 1.7% | |
| VAN TARG RETIRE 2070 136 REGISTERED INVESTMENT COMPANY NUVEEN INT EQ INDEX R6 | Registered Investment Companies | — | — | $254K | 1.6% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $239K | 1.5% | |
| MFS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $171K | 1.1% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $170K | 1.1% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $153K | 1.0% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $151K | 1.0% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $141K | 0.9% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $81K | 0.5% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $72K | 0.5% | |
| NTW GENEVA SC GROWTH R6 | Registered Investment Companies | — | — | $70K | 0.4% | |
| JPM MORTGAGE BACKED SEC R6 | Registered Investment Companies | — | — | $69K | 0.4% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $61K | 0.4% | |
| PUT DYNAMIC ASSET ALLOC GR R6 | Registered Investment Companies | — | — | $53K | 0.3% | |
| NUVEEN RE SECURITIES SELECT R6 | Registered Investment Companies | — | — | $15K | <0.1% | |
| PUT DYNAMIC ASSET ALLOC CON R6 | Registered Investment Companies | — | — | $7K | <0.1% | |
| DIMENSIONAL GLOBAL EQTY - INST | Registered Investment Companies | — | — | $7K | <0.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $6K | <0.1% |
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