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Original filing (PDF)20251015143652NAL0004854913001
HILLEBRAND GORI USA, LLC.
Form 5500
FILING_RECEIVED
HILLEBRAND GORI USA, LLC. 401(K) PLAN
401(k) retirement plan
Signals · 1
~77 bps in Sched C fees
Active participants
214
Accounts w/ balance
219
Plan assets (EOY)
$13.1M
Net assets (EOY)
$13.1M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 77 bps in Schedule C fees — 164% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HILLEBRAND GORI USA, LLC..
Plan sponsor
Name
HILLEBRAND GORI USA, LLC.
EIN
51-0389841
Address
2147 HIGHWAY 27 STE 401 · EDISON, NJ · 08817
Phone
(732) 388-0101
Industry
Transportation & Warehousingsee 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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HUTCHINS & HAAKE L.L.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $92K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS | 26-4311657 | — | INVESTMENT ADVISORY-PLAN | $3K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS INVESTMENT CORP. | 47-0663374 | — | BROKER | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TAX FAVORED BENEFITS, INC. | 48-0912395 | — | TPA | $5K | — |
Investments
30 direct securities · 1 pooled fund· $25.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$13.1M
30 holdings
Pooled Separate Account
$12.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRANSAMERICA SEPARATE ACCOUNT TRANSAMERICA · EIN 13-3689044 / PN 001 | Pooled Separate Account | — | — | $12.6M | 96.4% | |
| Vanguard 500 Index Admiral Mutual Fund - | — | — | — | $1.7M | 13.1% | |
| Nuveen Large Cap Growth Index R6 Mutual Fund - | — | — | — | $877K | 6.7% | |
| JPMorgan Large Cap Growth R6 Mutual Fund - | — | — | — | $808K | 6.2% | |
| Vanguard Equity-Income Adm Mutual Fund - | — | — | — | $777K | 5.9% | |
| American Funds American Mutual R6 Mutual Fund - | — | — | — | $724K | 5.5% | |
| Vanguard Total Bond Market Index Adm Mutual Fund - | — | — | — | $534K | 4.1% | |
| American Funds New World R6 Mutual Fund - | — | — | — | $519K | 4.0% | |
| Vanguard High-Yield Corporate Adm Mutual Fund - | — | — | — | $508K | 3.9% | |
| PIMCO Income Instl Mutual Fund - | — | — | — | $507K | 3.9% | |
| Vanguard Dvlp Mrkts Indx Admrl Mutual Fund - | — | — | — | $500K | 3.8% | |
| TCW MetWest Total Return Bond P Mutual Fund - | — | — | — | $492K | 3.8% | |
| American Funds New Perspective R6 Mutual Fund - | — | — | — | $490K | 3.7% | |
| AB Small Cap Growth Z Mutual Fund - | — | — | — | $468K | 3.6% | |
| DFA International Core Equity I Mutual Fund - | — | — | — | $443K | 3.4% | |
| Vanguard Small Cap Value Index Admiral Mutual Fund - | — | — | — | $435K | 3.3% | |
| Vanguard Small Cap Index Adm Mutual Fund - | — | — | — | $426K | 3.3% | |
| American Funds EuroPacific Gr R6 Mutual Fund - | — | — | — | $410K | 3.1% | |
| Vanguard Mid-Cap Value Index Admiral Mutual Fund - | — | — | — | $409K | 3.1% | |
| Vanguard Mid Cap Index Adm Mutual Fund - | — | — | — | $370K | 2.8% | |
| DFA Intermediate Govt Fixed-Income I Mutual Fund - | — | — | — | $358K | 2.7% | |
| DFA Inflation-Protected Securities I Mutual Fund - | — | — | — | $347K | 2.6% | |
| Vanguard Real Estate Index Admiral Mutual Fund - | — | — | — | $338K | 2.6% | |
| Transamerica Stable Value Core Option Stable Value Fund $ - | — | — | — | $259K | 2.0% | |
| Participant Loans Interest rates from 4.25-9.5% - | — | — | — | $204K | 1.6% | |
| Vanguard Target Retirement 2035 Inv Mutual Fund - | — | — | — | $83K | 0.6% | |
| Vanguard Information Technology Idx Mutual Fund - | — | — | — | $32K | 0.2% | |
| Vanguard Target Retirement 2050 Inv Mutual Fund - | — | — | — | $27K | 0.2% | |
| Vanguard Target Retirement 2030 Inv Mutual Fund - | — | — | — | $16K | 0.1% | |
| Vanguard Target Retirement Income Inv Mutual Fund - | — | — | — | $6K | <0.1% | |
| Vanguard Target Retirement 2040 Inv Mutual Fund - | — | — | — | $1K | <0.1% |