Original filing (PDF)20250925142951NAL0010617187001

THE HASKELL COMPANY

Name: THE HASKELL COMPANY — THE HASKELL COMPANY EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: THE HASKELL COMPANY

Form 5500

FILING_RECEIVED

THE HASKELL COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 3

98% in single holding98% employer stockNo recordkeeper disclosed

Active participants

1,491

Accounts w/ balance

2,063

Plan assets (EOY)

$138.5M

Net assets (EOY)

$134.3M

How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE HASKELL COMPANY.

Plan sponsor

Name

THE HASKELL COMPANY

EIN

59-2387450

Address

701 SAN MARCO BLVD · SUITE 1400 · JACKSONVILLE, FL · 32207

Phone

(904) 791-4500

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-25

Pension benefit codes

2I · Stock bonus

2P · Leveraged ESOP

2Q · S-corporation ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

FORVIS MAZARS, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

2 direct securities· $138.5M(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	The Haskell Company Common stock - 113,399 shares	—	—	$41.1M	$135.4M	97.8%
	EverBank Business money market	—	—	$3.1M	$3.1M	2.2%

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