How big is Hill & Smith Group Holdings, Inc.'s plan?

Hill & Smith Group Holdings, Inc.'s plan reported $72.3M in assets and 1,633 participants for 2024.

Original filing (PDF)20251013145920NAL0003373106001

Hill & Smith Group Holdings, Inc.

Name: Hill & Smith Group Holdings, Inc. — Hill & Smith, Form 5500 (2024)
Creator: Hill & Smith Group Holdings, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Hill & Smith Group Holdings, Inc. 401(k) Plan

401(k) retirement plan · Hill & Smith Group Holdings, Inc.'s Hill & Smith Group Holdings, Inc. 401(k) Plan held $72.3M in plan assets for 1,633 participants in 2024.

Signals · 3

Late participant contributionsCorrective distributions issuedNo recordkeeper disclosed

Active participants

1,633

Accounts w/ balance

1,639

Plan assets (EOY)

$72.3M

Net assets (EOY)

$72.3M

Plan identifiers

Hill & Smith Group Holdings, Inc.'s EIN is 47-4129834.

EIN 47-4129834

Plan number 001

Plan year 2024

ACK ID 20251013145920NAL0003373106001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hill & Smith Group Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Hill & Smith Group Holdings, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HILL & SMITH GROUP HOLDINGS, INC..

Finding similar companies…

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

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 0K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (19th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (18th percentile).

Plan sponsor

Name

HILL & SMITH GROUP HOLDINGS, INC.

EIN

all filings

Address

987 BUCKEYE PARK ROAD · COLUMBUS, OH · 43207

Phone

(614) 449-8281

Industry

Manufacturing

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)

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

Investments

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

Other securities

$38.4M

68 holdings

Mutual Funds

$17.8M

50 holdings

Common Collective Trusts

$9.3M

18 holdings

Cash / Money Market

$3.2M

1 holding

Common Stocks

$2.0M

4 holdings

Bonds / Notes

$1.5M

3 holdings

					% of plan
Nationwide Best of America - Fixed Fully Benefit-Responsive Investment Contract	Other securities	—	—	$3.3M	4.6%
Nationwide Government Money Market Fund R6 Mutual Fund	Cash / Money Market	—	—	$3.2M	4.4%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$3.0M	4.2%
Nationwide Destination 2035 R6 Mutual Fund	Other securities	—	—	$3.0M	4.2%
American Funds Growth Fund of America R6 Mutual Fund	Mutual Funds	—	—	$2.7M	3.8%
Nationwide Destination 2030 R6 Mutual Fund	Other securities	—	—	$2.7M	3.7%
Nationwide Destination 2050 R6 Mutual Fund	Other securities	—	—	$2.7M	3.7%
Fidelity US Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$2.2M	3.0%
Nationwide Destination 2040 R6 Mutual Fund	Other securities	—	—	$2.1M	2.9%
Nationwide Destination Retirement R6 Mutual Fund	Other securities	—	—	$1.8M	2.5%
T. Rowe Price Science & Technology Fund Class I Mutual Fund ** 40 PGIM Total Return Bond R6 Mutual Fund	Other securities	—	—	$1.8M	2.5%
Morgan Stanley Institutional Fund Inc. Global Opportunity Mutual Fund	Common Stocks	—	—	$1.8M	2.4%
Nationwide Destination 2045 R6 Mutual Fund	Other securities	—	—	$1.7M	2.4%
Nationwide Destination 2025 R6 Mutual Fund	Other securities	—	—	$1.7M	2.4%
Goldman Sachs GQG Partners International Oppt R6 Mutual Fund	Other securities	—	—	$1.7M	2.3%
Dodge & Cox International Stock Fund Mutual Fund	Mutual Funds	—	—	$1.7M	2.3%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.7M	2.3%
Nationwide Loomis All Cap Growth R6 Mutual Fund	Other securities	—	—	$1.5M	2.1%
Avantis U.S. Large Cap Value Fund Institutional Class Mutual Fund	Other securities	—	—	$1.5M	2.0%
JPMorgan Large Cap Growth Fund Class R6 Mutual Fund	Other securities	—	—	$1.4M	2.0%
Vanguard Dividend Growth Investor Mutual Fund	Mutual Funds	—	—	$1.4M	2.0%
JPMorgan Equity Income R5 Mutual Fund	Other securities	—	—	$1.4M	1.9%
DFA Emerging Markets Core Equity Institutional Mutual Fund	Mutual Funds	—	—	$1.3M	1.8%
PIMCO Real Return Institutional Mutual Fund	Mutual Funds	—	—	$1.2M	1.6%
American Funds Income Fund of America R6 Mutual Fund	Mutual Funds	—	—	$1.0M	1.4%
BlackRock High Yield Bond Portfolio Institutional Mutual Fund	Other securities	—	—	$1.0M	1.4%
American Funds Capital World Growth and Income R6 Mutual Fund	Mutual Funds	—	—	$989K	1.4%
Participant Loans to participants, bearing interest from 4.25% to 9.50%	Bonds / Notes	—	—	$959K	1.3%
Blackrock Total Return Investor A Mutual Fund	Other securities	—	—	$925K	1.3%
American Century Mid Cap Value Fund A Mutual Fund ** 940 * Nationwide Geneva Small Cap Growth Fund A Mutual Fund	Other securities	—	—	$877K	1.2%
Vanguard Mid-Cap Value Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$859K	1.2%
MFS Mid Cap Growth Fund Class R6 Mutual Fund	Mutual Funds	—	—	$795K	1.1%
Invesco Small Cap Value A Mutual Fund	Mutual Funds	—	—	$794K	1.1%
Principal Global Real Estate Securities Fund Institutional Mutual Fund	Other securities	—	—	$779K	1.1%
Diamond Hill Mid Cap Fund Class I Mutual Fund	Other securities	—	—	$775K	1.1%
Vanguard Equity Income Fund Admiral Shares Mutual Fund	Mutual Funds	—	—	$746K	1.0%
Nationwide S&P 500 Index Service Mutual Fund	Common Collective Trusts	—	—	$744K	1.0%
PIMCO CommodityRealReturn Strategy Fund A Mutual Fund	Mutual Funds	—	—	$683K	0.9%
Nationwide Mid Cap Market Index R6 Mutual Fund	Other securities	—	—	$680K	0.9%
Federated Hermes Institutional High Yield Bond Institutional Mutual Fund	Other securities	—	—	$668K	0.9%
Nationwide Small Cap Index R6 Mutual Fund	Other securities	—	—	$654K	0.9%
Victory Sycamore Established Value A Mutual Fund	Other securities	—	—	$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	Mutual Funds	—	—	$551K	0.8%
Invesco Global A Mutual Fund	Mutual Funds	—	—	$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	Bonds / Notes	—	—	$503K	0.7%
Parnassus Value Equity Institutional Mutual Fund	Other securities	—	—	$489K	0.7%
Vanguard Explorer Admiral Mutual Fund	Mutual Funds	—	—	$457K	0.6%
Avantis U.S. Small Cap Value Fund Institutional Class Mutual Fund	Other securities	—	—	$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	Common Collective Trusts	—	—	$440K	0.6%
Vanguard Wellington Investor Mutual Fund	Mutual Funds	—	—	$372K	0.5%