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Original filing (PDF)20251010093341NAL0007444529001
HINES PRECISION INC.
Form 5500
FILING_RECEIVED
HINES PRECISION 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
33% in single holding
Active participants
167
Accounts w/ balance
183
Plan assets (EOY)
$29.8M
Net assets (EOY)
$29.8M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
83
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard 500 Index Fund -Admiral Mutual Fund" is 33% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HINES PRECISION INC..
Plan sponsor
Name
HINES PRECISION INC.
EIN
61-1359265
Address
5680 OLD KY 54 EAST · PHILPOT, KY · 42366
Phone
(270) 729-4242
Industry
Manufacturingsee 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
2025-10-10
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ALEXANDER & COMPANY PSC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $48K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIFTH THIRD BANK | — | CINCINNATI, OH | INVESTMENT ADVISOR | $16K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALEXANDER & COMPANY CPAS PSC | — | OWENSBORO, KY | AUDITOR | $9K | — |
Investments
30 direct securities · 1 pooled fund· $29.8M(100% 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
$29.6M
30 holdings
Common Collective Trust
$266K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund -Admiral Mutual Fund | — | — | — | $10.0M | 33.4% | |
| Harbor Capital Appreciation Retirement Fund Mutual Fund | — | — | — | $6.7M | 22.4% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | — | — | — | $3.1M | 10.3% | |
| Baron Growth Fund, Institutional Shares Mutual Fund | — | — | — | $2.2M | 7.4% | |
| T. Rowe Price New Horizon Fund Inst. Mutual Fund | — | — | — | $2.1M | 7.0% | |
| MFS Value Fund - R6 Mutual Fund | — | — | — | $1.0M | 3.4% | |
| American Funds Europacific Growth Fund Mutual Fund | — | — | — | $730K | 2.4% | |
| Vanguard Mid Cap Index Fund - Admiral Mutual Fund | — | — | — | $546K | 1.8% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | — | — | — | $453K | 1.5% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | — | — | — | $405K | 1.4% | |
| Vanguard Small Cap Index Fund - Admiral Mutual Fund | — | — | — | $336K | 1.1% | |
| Dodge & Cox Income X Fund Mutual Fund | — | — | — | $333K | 1.1% | |
| Allspring Special Small Cap Value Fund - R6 Mutual Fund | — | — | — | $328K | 1.1% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | — | — | — | $282K | 0.9% | |
| MORLEY STABLE VALUE FUND UNION BOND & TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $266K | 0.9% | |
| American Funds Capital World Growth & Income Fund Mutual Fund | — | — | — | $262K | 0.9% | |
| American Century Mid Cap Value Fund - R6 Mutual Fund | — | — | — | $198K | 0.7% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | — | — | — | $138K | 0.5% | |
| Vanguard Developed Markets Index Fund - Admiral Mutual Fund | — | — | — | $121K | 0.4% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | — | — | — | $120K | 0.4% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | — | — | — | $92K | 0.3% | |
| Prudential Life Insurance Company Life Insurance Policies, at Cash Surrender Value | — | — | — | $80K | 0.3% | |
| Invesco Developing Markets Fund - R6 Mutual Fund | — | — | — | $24K | <0.1% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | — | — | — | $21K | <0.1% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | — | — | — | $12K | <0.1% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | — | — | — | $11K | <0.1% | |
| Vanguard Real Estate Index Fund Mutual Fund | — | — | — | $10K | <0.1% | |
| Artisan High Income Inst. Fund Mutual Fund | — | — | — | $9K | <0.1% | |
| Vanguard Inflation Protected Securities Investment Fund Mutual Fund | — | — | — | $7K | <0.1% | |
| Vanguard Short-term Bond Index Fund - Admiral Mutual Fund | — | — | — | $7K | <0.1% | |
| Vanguard Total Bond Market Index Fund - Admiral Mutual Fund | — | — | — | $6K | <0.1% |
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