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Original filing (PDF)20260313113633NAL0008089456001
HESS SERVICES, INC.
Form 5500
FILING_RECEIVED
HESS SERVICES RETIREMENT PLAN
401(k) retirement plan
Signals · 3
Late filing · 3.9 mo~78 bps in Sched C feesNo recordkeeper disclosed
Active participants
221
Accounts w/ balance
159
Plan assets (EOY)
$5.7M
Net assets (EOY)
$5.7M
How this plan invests
This plan
1 pooled trust
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
84
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Filed 3.9 months past the 10.5-month grace window.
- 78 bps in Schedule C fees — 51% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HESS SERVICES, INC..
Plan sponsor
Name
HESS SERVICES, INC.
EIN
48-1160099
Address
2670 E. 9TH STREET · HAYS, KS · 67601
Phone
(785) 625-9295
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
2026-03-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ADAMSBROWN, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTRUST BANK, N.A. | 48-0477525 | — | NONE | $44K | — |
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | NONE | $100 | — |
Investments
19 direct securities · 1 pooled fund· $5.6M(99% 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
$5.6M
19 holdings
Common Collective Trust
$23K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2050 Target Date Retirement Fund Value of Int in Regist Invest Co. | — | — | — | $1.2M | 21.1% | |
| American Funds 2035 Target Date Retirement Fund Value of Int in Regist Invest Co. | — | — | — | $983K | 17.3% | |
| American Funds 2040 Target Date Retirement Fund Value of Int in Regist Invest Co. | — | — | — | $896K | 15.8% | |
| American Funds 2045 Target Date Retirement Fund Value of Int in Regist Invest Co. | — | — | — | $610K | 10.8% | |
| American Funds 2030 Target Date Retirement Fund Value of Int in Regist Invest Co. | — | — | — | $564K | 9.9% | |
| American Funds 2025 Target Date Retirement Fund Value of Int in Regist Invest Co. | — | — | — | $448K | 7.9% | |
| American Funds 2055 Target Date Retirement Fund Value of Int in Regist Invest Co. | — | — | — | $442K | 7.8% | |
| American Funds 2060 Target Date Retirement Fund Value of Int in Regist Invest Co. | — | — | — | $184K | 3.2% | |
| American Funds 2065 Target Date Retirement Fund Value of Int in Regist Invest Co. | — | — | — | $154K | 2.7% | |
| Vanguard 500 Index Fund Value of Int in Regist Invest Co. | — | — | — | $54K | 0.9% | |
| Vanguard Growth Index Fund Value of Int in Regist Invest Co. | — | — | — | $33K | 0.6% | |
| STABLE VALUE COMMON TRUST FUND T ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $23K | 0.4% | |
| Vanguard Small Cap Index Fund Value of Int in Regist Invest Co. | — | — | — | $13K | 0.2% | |
| Vanguard Value Index Fund Value of Int in Regist Invest Co. | — | — | — | $13K | 0.2% | |
| Mid Atlantic Master Cash Account Non Int-Bearing Cash 5 Federated Hermes Government Fund Int-Bearing Cash (Money Mkt Fd) | — | — | — | $7K | 0.1% | |
| Allspring Special Mid Cap Value Fund Value of Int in Regist Invest Co. | — | — | — | $6K | 0.1% | |
| Fidelity International Index Fund Value of Int in Regist Invest Co. | — | — | — | $5K | <0.1% | |
| Vanguard Mid-Cap Index Fund Value of Int in Regist Invest Co. | — | — | — | $4K | <0.1% | |
| JPMorgan Core Plus Bond Fund Value of Int in Regist Invest Co. | — | — | — | $3K | <0.1% | |
| American Funds New World Fund Value of Int in Regist Invest Co. | — | — | — | $2K | <0.1% |
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