Original filing (PDF)20251013145920NAL0003373106001

HILL & SMITH GROUP HOLDINGS, INC.

Name: HILL & SMITH GROUP HOLDINGS, INC. — HILL & SMITH GROUP HOLDINGS, INC. 401(K) PLAN, Form 5500 (2024)
Creator: HILL & SMITH GROUP HOLDINGS, INC.

Form 5500

FILING_RECEIVED

HILL & SMITH GROUP HOLDINGS, INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

1,633

Accounts w/ balance

1,639

Plan assets (EOY)

$72.3M

Net assets (EOY)

$72.3M

How this plan invests

This plan

144 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Vendor stack

Participation health

100

Knocking points off

37 bps in Schedule C fees — 131% above peer band of 16 bps.
No recordkeeper disclosed on Schedule C.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HILL & SMITH GROUP HOLDINGS, INC..

Plan sponsor

Name

HILL & SMITH GROUP HOLDINGS, INC.

EIN

47-4129834

Address

987 BUCKEYE PARK ROAD · COLUMBUS, OH · 43207

Phone

(614) 449-8281

Industry

Manufacturingsee 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)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

PENSION ASSURANCE LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
PROACCOUNT	73-0988442	—	INVESTMENT MANAGER	$133K	—
CAMBRIDGE INVESTMENT RESEARCH	—	FAIRFIELD, IA	FINANCIAL ADVISOR	$0	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
LATITUDE SERVICE COMPANY, INC.	82-1371994	—	TPA	$135K	—

Investments

144 direct securities· $72.3M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Nationwide Best of America - Fixed Fully Benefit-Responsive Investment Contract	—	—	—	$3.3M	4.6%
Nationwide Government Money Market Fund R6 Mutual Fund	—	—	—	$3.2M	4.4%
Fidelity 500 Index Fund Mutual Fund	—	—	—	$3.0M	4.2%
Nationwide Destination 2035 R6 Mutual Fund	—	—	—	$3.0M	4.2%
American Funds Growth Fund of America R6 Mutual Fund	—	—	—	$2.7M	3.8%
Nationwide Destination 2030 R6 Mutual Fund	—	—	—	$2.7M	3.7%
Nationwide Destination 2050 R6 Mutual Fund	—	—	—	$2.7M	3.7%
Fidelity US Bond Index Fund Mutual Fund	—	—	—	$2.2M	3.0%
Nationwide Destination 2040 R6 Mutual Fund	—	—	—	$2.1M	2.9%
Nationwide Destination Retirement R6 Mutual Fund	—	—	—	$1.8M	2.5%
T. Rowe Price Science & Technology Fund Class I Mutual Fund ** 40 PGIM Total Return Bond R6 Mutual Fund	—	—	—	$1.8M	2.5%
Morgan Stanley Institutional Fund Inc. Global Opportunity Mutual Fund	—	—	—	$1.8M	2.4%
Nationwide Destination 2045 R6 Mutual Fund	—	—	—	$1.7M	2.4%
Nationwide Destination 2025 R6 Mutual Fund	—	—	—	$1.7M	2.4%
Goldman Sachs GQG Partners International Oppt R6 Mutual Fund	—	—	—	$1.7M	2.3%
Dodge & Cox International Stock Fund Mutual Fund	—	—	—	$1.7M	2.3%
Fidelity International Index Fund Mutual Fund	—	—	—	$1.7M	2.3%
Nationwide Loomis All Cap Growth R6 Mutual Fund	—	—	—	$1.5M	2.1%
Avantis U.S. Large Cap Value Fund Institutional Class Mutual Fund	—	—	—	$1.5M	2.0%
JPMorgan Large Cap Growth Fund Class R6 Mutual Fund	—	—	—	$1.4M	2.0%
Vanguard Dividend Growth Investor Mutual Fund	—	—	—	$1.4M	2.0%
JPMorgan Equity Income R5 Mutual Fund	—	—	—	$1.4M	1.9%
DFA Emerging Markets Core Equity Institutional Mutual Fund	—	—	—	$1.3M	1.8%
PIMCO Real Return Institutional Mutual Fund	—	—	—	$1.2M	1.6%
American Funds Income Fund of America R6 Mutual Fund	—	—	—	$1.0M	1.4%
BlackRock High Yield Bond Portfolio Institutional Mutual Fund	—	—	—	$1.0M	1.4%
American Funds Capital World Growth and Income R6 Mutual Fund	—	—	—	$989K	1.4%
Participant Loans to participants, bearing interest from 4.25% to 9.50%	—	—	—	$959K	1.3%
Blackrock Total Return Investor A Mutual Fund	—	—	—	$925K	1.3%
American Century Mid Cap Value Fund A Mutual Fund ** 940 * Nationwide Geneva Small Cap Growth Fund A Mutual Fund	—	—	—	$877K	1.2%
Vanguard Mid-Cap Value Index Fund Admiral Shares Mutual Fund	—	—	—	$859K	1.2%
MFS Mid Cap Growth Fund Class R6 Mutual Fund	—	—	—	$795K	1.1%
Invesco Small Cap Value A Mutual Fund	—	—	—	$794K	1.1%
Principal Global Real Estate Securities Fund Institutional Mutual Fund	—	—	—	$779K	1.1%
Diamond Hill Mid Cap Fund Class I Mutual Fund	—	—	—	$775K	1.1%
Vanguard Equity Income Fund Admiral Shares Mutual Fund	—	—	—	$746K	1.0%
Nationwide S&P 500 Index Service Mutual Fund	—	—	—	$744K	1.0%
PIMCO CommodityRealReturn Strategy Fund A Mutual Fund	—	—	—	$683K	0.9%
Nationwide Mid Cap Market Index R6 Mutual Fund	—	—	—	$680K	0.9%
Federated Hermes Institutional High Yield Bond Institutional Mutual Fund	—	—	—	$668K	0.9%
Nationwide Small Cap Index R6 Mutual Fund	—	—	—	$654K	0.9%
Victory Sycamore Established Value A Mutual Fund	—	—	—	$606K	0.8%
JPMorgan Value Advantage A Mutual Fund 697 Loomis Sayles Strategic Income A Mutual Fund 294 MFS International Intrinsic Value Fund A Mutual Fund	—	—	—	$551K	0.8%
Invesco Global A Mutual Fund	—	—	—	$536K	0.7%
BlackRock Strategic Income Opportunities Investor A Mutual Fund 335 Guggenheim Floating Rate Strategies A Mutual Fund 40 AB Global Bond I Mutual Fund	—	—	—	$503K	0.7%
Parnassus Value Equity Institutional Mutual Fund	—	—	—	$489K	0.7%
Vanguard Explorer Admiral Mutual Fund	—	—	—	$457K	0.6%
Avantis U.S. Small Cap Value Fund Institutional Class Mutual Fund	—	—	—	$441K	0.6%
American Century Short Duration Inflation Protection Bond Fund R5 Mutual Fund 233 BlackRock S&P 500 Index Fund K Mutual Fund 198 Federated Hermes MDT Mid Cap Growth Fund Institutional Shares Mutual Fund	—	—	—	$440K	0.6%
Vanguard Wellington Investor Mutual Fund	—	—	—	$372K	0.5%
American Funds New World R6 Mutual Fund	—	—	—	$361K	0.5%
PIMCO Diversified Income Institutional Mutual Fund	—	—	—	$316K	0.4%
Macquarie Mid Cap Income Opportunities Fund Institutional Mutual Fund	—	—	—	$296K	0.4%
Invesco Comstock A Mutual Fund	—	—	—	$289K	0.4%
PIMCO Real Return A Mutual Fund	—	—	—	$286K	0.4%
Cohen & Steers Real Estate Securities Fund Inc. Institutional Mutual Fund	—	—	—	$258K	0.4%
Vanguard Short-Term Corporate Bond Index Fund Admiral Shares Mutual Fund	—	—	—	$252K	0.3%
Baron Small Cap Mutual Fund	—	—	—	$209K	0.3%
Hotchkis & Wiley Large Cap Value Fund A Mutual Fund	—	—	—	$144K	0.2%
Goldman Sachs Mid Cap Growth Fund Class A Mutual Fund	—	—	—	$141K	0.2%
Vanguard Wellesley Income Investor Mutual Fund	—	—	—	$137K	0.2%
Invesco Main Street Mid Cap Fund A Mutual Fund	—	—	—	$130K	0.2%
Neuberger Berman Genesis Fund Trust Class Mutual Fund	—	—	—	$125K	0.2%
Vanguard Short-Term Bond Index Admiral Mutual Fund	—	—	—	$122K	0.2%
BlackRock Emerging Opportunities Fund Investor A Mutual Fund ** 887 Baron Asset Fund Mutual Fund	—	—	—	$121K	0.2%
Vanguard 500 Index Fund Admiral Mutual Fund	—	—	—	$117K	0.2%
AMG River Road Mid Cap Value Fund N Mutual Fund	—	—	—	$112K	0.2%
JPMorgan Small Cap Equity A Mutual Fund	—	—	—	$110K	0.2%
Fidelity Advisors Stock Selector Mid Cap A Mutual Fund	—	—	—	$109K	0.2%
DFA Inflation-Protected Securities Institutional Mutual Fund	—	—	—	$106K	0.1%
MFS Value Fund A Mutual Fund	—	—	—	$95K	0.1%
Janus Henderson Growth and Income S Mutual Fund	—	—	—	$89K	0.1%
Vanguard Strategic Equity Fund Investor Mutual Fund	—	—	—	$87K	0.1%
T. Rowe Price Blue Chip Growth R Mutual Fund	—	—	—	$86K	0.1%
American Funds Capital World Bond R6 Mutual Fund	—	—	—	$83K	0.1%
Nationwide Destination 2045 R Mutual Fund	—	—	—	$74K	0.1%
JPMorgan Dynamic Small Cap Growth Fund Mutual Fund	—	—	—	$69K	<0.1%
Wells Fargo Government Securities Fund Class A Mutual Fund	—	—	—	$61K	<0.1%
Columbia Select Large Cap Growth Institutional 2 Mutual Fund	—	—	—	$60K	<0.1%
Wells Fargo Large Cap Growth Fund Class A Mutual Fund	—	—	—	$58K	<0.1%
Buffalo Discovery Fund Mutual Fund	—	—	—	$55K	<0.1%
Nationwide Investor Destinations Conservative Fund Service Class Mutual Fund	—	—	—	$54K	<0.1%
Wells Fargo Small Cap Value Fund Class A Mutual Fund	—	—	—	$54K	<0.1%
DFA US Targeted Value Institutional Mutual Fund	—	—	—	$47K	<0.1%
American Funds AMCAP R6 Mutual Fund	—	—	—	$40K	<0.1%
American Funds Growth Fund of America R3 Mutual Fund	—	—	—	$38K	<0.1%
DFA US Large Company Portfolio Mutual Fund	—	—	—	$34K	<0.1%
Blackrock Mid-Cap Growth Equity Investor A Mutual Fund	—	—	—	$33K	<0.1%
Calvert Income A Mutual Fund	—	—	—	$32K	<0.1%
Principal MidCap Fund Institutional Mutual Fund	—	—	—	$32K	<0.1%
RidgeWorth Small Cap Value Equity Fund Class I Mutual Fund	—	—	—	$29K	<0.1%
American Funds Income Fund of America R3 Mutual Fund	—	—	—	$28K	<0.1%
Invesco International Bond A Mutual Fund ** 80 Deutsche CROCI Equity Dividend A Mutual Fund	—	—	—	$27K	<0.1%
Prudentia Jennison Natural Resources A Mutual Fund	—	—	—	$26K	<0.1%
Nationwide Destination 2050 R Mutual Fund	—	—	—	$21K	<0.1%
BlackRock Health Sciences Opportunities Investor A Mutual Fund	—	—	—	$17K	<0.1%
Eaton Vance Worldwide Health Sciences A Mutual Fund	—	—	—	$17K	<0.1%
Vanguard Inflation-Protected Securities Investor Mutual Fund	—	—	—	$15K	<0.1%
DFA US Large Cap Value Institutional Mutual Fund	—	—	—	$13K	<0.1%
Fidelity Nasdaq Composite Index Fund Mutual Fund	—	—	—	$13K	<0.1%
Eaton Vance Floating Rate A Mutual Fund	—	—	—	$13K	<0.1%
Harbor International Fund Investor Mutual Fund	—	—	—	$13K	<0.1%
Nationwide Investor Destinations Moderately Conservative Service Mutual Fund	—	—	—	$12K	<0.1%
American Century Value A Mutual Fund	—	—	—	$11K	<0.1%
Legg Mason ClearBridge Large Cap Growth Fund Class A Mutual Fund	—	—	—	$11K	<0.1%
Invesco Developing Markets A Mutual Fund	—	—	—	$11K	<0.1%
JPMorgan Equity Income Fund Class A Mutual Fund 503 JPMorgan Small Cap Value Fund Class A Mutual Fund 225 ClearBridge Growth Fund Class A Mutual Fund	—	—	—	$10K	<0.1%
Federated Hermes Opportunistic High Yield Bond Services Mutual Fund	—	—	—	$10K	<0.1%
Oakmark Equity and Income Fund Investor Class Mutual Fund	—	—	—	$10K	<0.1%
Nationwide Investor Destinations Moderately Aggressive Service Mutual Fund	—	—	—	$10K	<0.1%
Alger Mid Cap Growth Institutional Fund Mutual Fund ** 174 American Beacon International Eq Adv Mutual Fund	—	—	—	$10K	<0.1%
FPA Crescent Fund Supra Institutional Class Mutual Fund	—	—	—	$9K	<0.1%
Franklin Mutual Shares A Mutual Fund	—	—	—	$8K	<0.1%
Fidelity Total Market Index Fund Mutual Fund 197 Harbor International Fund Institutional Class Mutual Fund 545 New York Life Investments MacKay Total Return Bond Fund I Mutual Fund ** 487 Northwestern Mutual S&P 500 Index Fund R6 Mutual Fund	—	—	—	$8K	<0.1%
Lord Abbett Floating Rate R4 Mutual Fund ** 66 Principal Real Estate Securities Institutional Mutual Fund	—	—	—	$8K	<0.1%
Virtus NFJ Dividend Value Fund A Mutual Fund	—	—	—	$8K	<0.1%
AB Large Cap Growth I Mutual Fund	—	—	—	$6K	<0.1%
CRM Mid Cap Value Investor Mutual Fund	—	—	—	$6K	<0.1%
Pioneer Strategic Income A Mutual Fund	—	—	—	$5K	<0.1%
Invesco Equity and Income A Mutual Fund	—	—	—	$4K	<0.1%
Vanguard Consumer Staples Index Fund Admiral Mutual Fund	—	—	—	$4K	<0.1%
DFA Global Real Estate Securities Institutional Mutual Fund	—	—	—	$4K	<0.1%
Federated Hermes Equity Income Fund Inc. A Mutual Fund	—	—	—	$4K	<0.1%
Vanguard Growth Index Fund Admiral Shares Mutual Fund	—	—	—	$3K	<0.1%
JPMorgan Growth Advantage Fund Class R6 Mutual Fund	—	—	—	$3K	<0.1%
PIMCO Low Duration A Mutual Fund	—	—	—	$3K	<0.1%
Vanguard Growth and Income Fund Admiral Shares Mutual Fund	—	—	—	$3K	<0.1%
American Funds American High Income Trust R6 Mutual Fund	—	—	—	$3K	<0.1%
Deutsche High Income Institutional Mutual Fund	—	—	—	$3K	<0.1%
Vanguard Small Cap Value Index Fund Admiral Shares Mutual Fund	—	—	—	$3K	<0.1%
Vanguard Small-Cap Index Fund Admiral Shares Mutual Fund	—	—	—	$3K	<0.1%
Vanguard Mid-Cap Index Fund Admiral Shares Mutual Fund	—	—	—	$3K	<0.1%
Vanguard Total Bond Market Index Admiral Mutual Fund 126 Vanguard Total International Stock Index Admiral Mutual Fund 212 Vanguard Value Index Fund Admiral Shares Mutual Fund	—	—	—	$3K	<0.1%
Invesco Gold & Special Minerals Fund Class A Mutual Fund	—	—	—	$3K	<0.1%
Vanguard International Growth Fund Admiral Shares Mutual Fund	—	—	—	$3K	<0.1%
Vanguard Health Care Fund Admiral Shares Mutual Fund	—	—	—	$2K	<0.1%
Putnam Growth Opportunities Fund Class R6 Mutual Fund	—	—	—	$2K	<0.1%
EV Emerging Market Local Inc A Mutual Fund	—	—	—	$2K	<0.1%
Janus Overseas Fund Class S Mutual Fund	—	—	—	$1K	<0.1%
Victory RS Science and Technology Fund A Mutual Fund	—	—	—	$1K	<0.1%
Janus Henderson Global Technology and Innovation Fund Class N Mutual Fund	—	—	—	$1K	<0.1%
Nationwide NYSE Arca Tech 100 Index Fund Class R6 Mutual Fund	—	—	—	$1K	<0.1%
Nationwide GQG US Quality Equity Fund Class R6 Mutual Fund	—	—	—	$1K	<0.1%
Vanguard Real Estate Index Fund Admiral Shares Mutual Fund	—	—	—	$1K	<0.1%