Original filing (PDF)20260107130159NAL0008105521001

HILLERICH & BRADSBY CO.

Name: HILLERICH & BRADSBY CO. — HILLERICH & BRADSBY CO. PENSION AGREEMENT, Form 5500 (2024)
Creator: HILLERICH & BRADSBY CO.

Form 5500-SF

FILING_RECEIVED

HILLERICH & BRADSBY CO. PENSION AGREEMENT

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HILLERICH & BRADSBY CO..

Plan sponsor

Name

HILLERICH & BRADSBY CO.

EIN

61-0225940

Address

800 WEST MAIN STREET · LOUISVILLE, KY · 402022620

Phone

(502) 585-5226

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-01-07

Pension benefit codes

1B · Flat-dollar DB formula

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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