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Original filing (PDF)20251015095328NAL0004229777001
NORTH AMERICAN HOGANAS HOLDINGS
Form 5500
FILING_RECEIVED
NORTH AMERICAN HOGANAS SALARY 401(K) PLAN
401(k) retirement plan
Active participants
151
Accounts w/ balance
216
Plan assets (EOY)
$50.9M
Net assets (EOY)
$50.9M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (9 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORTH AMERICAN HOGANAS HOLDINGS.
Plan sponsor
Name
NORTH AMERICAN HOGANAS HOLDINGS
EIN
51-0389733
Address
111 HOGANAS WAY · HOLLSOPPLE, PA · 15935
Phone
(814) 479-3553
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
2025-10-15
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
BARNES SALY & COMPANY P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| D.B. ROOT & COMPANY, LLC | 82-1414976 | — | INVESTMENT/FINANCIAL ADVI | $40K | — |
Investments
28 direct securities· $50.6M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $6.2M | 12.1% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $6.1M | 12.0% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $4.0M | 7.8% | |
| MFS INTL INTRINSIC VALUE R6 | Registered Investment Companies | — | — | $3.4M | 6.7% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $3.2M | 6.4% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $2.7M | 5.4% | |
| TOUCHSTONE MID CAP FUND R6 | Registered Investment Companies | — | — | $2.4M | 4.8% | |
| JPMORGAN CORE PLUS BOND R6 | Registered Investment Companies | — | — | $2.4M | 4.7% | |
| JPM SMARTRETIREMENT 2040 R6 | Registered Investment Companies | — | — | $2.2M | 4.3% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $2.1M | 4.0% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $1.7M | 3.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1.6M | 3.1% | |
| AMG RIVER RD SM-MID CAP VAL I | Registered Investment Companies | — | — | $1.5M | 3.0% | |
| JPM SMARTRETIREMENT INCOME R6 | Registered Investment Companies | — | — | $1.5M | 2.9% | |
| FID ADV FOCUSED EMERGING MKT Z | Registered Investment Companies | — | — | $1.2M | 2.4% | |
| VANGUARD SH TERM BD INDEX ADM | Registered Investment Companies | — | — | $1.1M | 2.2% | |
| JPM SMARTRETIREMENT 2050 R6 | Registered Investment Companies | — | — | $1.1M | 2.2% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $1.1M | 2.2% | |
| JPM SMARTRETIREMENT 2045 R6 | Registered Investment Companies | — | — | $991K | 1.9% | |
| JPM SMARTRETIREMENT 2035 R6 | Registered Investment Companies | — | — | $774K | 1.5% | |
| JPM SMARTRETIREMENT 2055 R6 | Registered Investment Companies | — | — | $670K | 1.3% | |
| JPM SMARTRETIREMENT 2025 R6 | Registered Investment Companies | — | — | $601K | 1.2% | |
| JPM SMARTRETIREMENT 2030 R6 | Registered Investment Companies | — | — | $572K | 1.1% | |
| JPM SMARTRRT 2060 - R6 | Registered Investment Companies | — | — | $563K | 1.1% | |
| PIMCO INTL BOND USD HDGD I | Registered Investment Companies | — | — | $446K | 0.9% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $409K | 0.8% | |
| JPM SMARTRETIREMENT 2020 R6 | Registered Investment Companies | — | — | $28K | <0.1% | |
| JPM SMARTRETIREMENT 2065 R6 | Registered Investment Companies | — | — | $8K | <0.1% |