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Original filing (PDF)20251105072606NAL0005483251001
HDR, INC.
Form 5500
FILING_RECEIVED
HDR, INC. BEST PLAN AND ESOP
401(k) retirement plan
Signals · 4
43% in single holding43% employer stockNo recordkeeper disclosed13 service providers
Active participants
12,137
Accounts w/ balance
15,939
Plan assets (EOY)
$7.7B
Net assets (EOY)
$7.7B
How this plan invests
This plan
18 pooled trusts
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
54
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "HDR STOCK Employer Securities" is 43% of plan.
- 43% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HDR, INC..
Plan sponsor
Name
HDR, INC.
EIN
47-0663756
Address
1917 S. 67TH ST. · OMAHA, NE · 681062973
Phone
(402) 399-1000
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
007
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-11-05
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2I · Stock bonus
2J · 401(k) feature
2O · ESOP (non-leveraged)
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
13 rowsOther
13| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $818K | — |
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | NONE | $231K | — |
| ARGENT TRUST COMPANY | 62-1437218 | — | NONE | $202K | — |
| CREATIVE PLANNING HOLDCO LLC | 84-4519624 | — | NONE | $80K | — |
| KUTAK ROCK LLP | 47-0597598 | — | NONE | $80K | — |
| ERNST & YOUNG US LLP | 34-6565596 | — | NONE | $35K | — |
| CARDINAL POINT CAPITAL MANAGEM | 98-1645407 | — | NONE | $15K | — |
| KWMG LLC | 46-4580356 | — | NONE | $13K | — |
| FISHER INVESTMENTS | 20-2480800 | — | NONE | $10K | — |
| CREATIVE PLANNING LLC | 43-1270780 | — | NONE | $9K | — |
| MCADAM LLC | 47-1994636 | — | NONE | $7K | — |
| GREAT WATERS WEALTH MANAGEMENT | 84-4771850 | — | NONE | $5K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $4K | — |
Investments
16 direct securities · 18 pooled funds· $7.7B(100% 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.
Uncategorized
$6.7B
15 holdings
Common Collective Trust
$829.4M
18 holdings
Mutual Funds
$258.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| HDR STOCK Employer Securities | — | — | $161.2M | $5.9B | 76.1% | |
| Fidelity 500 Index 1,263,402 shares | Mutual Funds | — | $1.3M | $258.0M | 3.4% | |
| MASSMUTUAL STABLE VALUE FUND Pooled Separate Accounts | — | — | $1.2M | $172.6M | 2.2% | |
| FIDELITY CONTRAFUND COMMINGLED POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | $3.6M | $165.5M | 2.2% | |
| Mfs Large Cap Value Fund CL 4 2,298,938 units | — | — | $2.3M | $109.2M | 1.4% | |
| MFS HERITAGE TR CO CIT-MFS LCV FUND MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 003 | Common Collective Trust | — | — | $109.2M | 1.4% | |
| BlackRock Total Return T 6,720,478 units | — | — | $6.7M | $77.0M | 1.0% | |
| BLACKROCK TOTAL RETURN BOND FUND T BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-1245942 / PN 001 | Common Collective Trust | — | — | $77.0M | 1.0% | |
| Fidelity Mid Cap Index 1,948,255 shares | — | — | $1.9M | $65.8M | 0.9% | |
| WTC-CIF II GRW (SERS 2) PORTFOLIO WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 033 | Common Collective Trust | — | $4.8M | $62.1M | 0.8% | |
| SCHWAB MANAGED RET TR FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 010 | Common Collective Trust | — | $1.9M | $61.7M | 0.8% | |
| Vanguard Internatl Value 1,605,192 shares | — | — | $1.6M | $60.3M | 0.8% | |
| Pimco Income Institutional 5,380,868 shares | — | — | $5.4M | $56.6M | 0.7% | |
| PCRA Self-Directed Brokerage Account | — | — | — | $54.6M | 0.7% | |
| SCHWAB MANAGED RET TR FUND 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 008 | Common Collective Trust | — | $1.6M | $47.7M | 0.6% | |
| Vanguard Total BD Mkt Inx Inst 4,839,559 shares | — | — | $4.8M | $45.9M | 0.6% | |
| SCHWAB MANAGED RET TR FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 004 | Common Collective Trust | — | $788K | $45.8M | 0.6% | |
| SCHWAB MANAGED RET TR FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 003 | Common Collective Trust | — | $888K | $45.4M | 0.6% | |
| AMERICAN BEACON SM CAP VL COL IN FD GLOBAL TRUST COMPANY · EIN 27-6334452 / PN 003 | Common Collective Trust | — | $2.1M | $44.2M | 0.6% | |
| Principal SMCAP Growth R6 2,702,779 shares | — | — | $2.7M | $40.3M | 0.5% | |
| SCHWAB MANAGED RET TR FUND 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 009 | Common Collective Trust | — | $1.3M | $39.6M | 0.5% | |
| SCHWAB MANAGED RET TR FUND 2025 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 007 | Common Collective Trust | — | $1.4M | $36.3M | 0.5% | |
| Fidelity Small Cap Index 1,296,051 shares | — | — | $1.3M | $35.9M | 0.5% | |
| Fidelity Emerging Mkts Fd K 817,372 shares | — | — | $817K | $31.1M | 0.4% | |
| SCHWAB MANAGED RET TR FUND 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 020 | Common Collective Trust | — | $963K | $30.7M | 0.4% | |
| SCHWAB MANAGED RET TR FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 022 | Common Collective Trust | — | $1.1M | $25.1M | 0.3% | |
| VGD Developed Mkts Indx Inst 1,630,847 shares | — | — | $1.6M | $25.1M | 0.3% | |
| SCHWAB MANAGED RET TR FUND 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 002 | Common Collective Trust | — | $478K | $19.4M | 0.3% | |
| Participant loans 4.25 to 9.5 percent, maturity dates | — | — | — | $16.4M | 0.2% | |
| SCHWAB MANAGED RETR TR FUND 2065 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 024 | Common Collective Trust | — | $622K | $7.8M | 0.1% | |
| SCHWAB MANAGED RET TR FUND 2015 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 006 | Common Collective Trust | — | $233K | $5.2M | <0.1% | |
| SCHWAB MANAGED RET TR FUND - INCOME CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 005 | Common Collective Trust | — | $189K | $4.5M | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2010 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 001 | Common Collective Trust | — | $63K | $2.1M | <0.1% | |
| CASH | — | — | — | $2K | <0.1% |
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