How big is The H. T. Hackney Company's plan?

The H. T. Hackney Company's plan reported $125.3M in assets and 4,846 participants for 2024.

Original filing (PDF)20251013074500NAL0002095442001

The H. T. Hackney Company

Name: The H. T. Hackney Company — The H.T. Hackney Co., Form 5500 (2024)
Creator: The H. T. Hackney Company
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

The H.T. Hackney Co. Employees Profit Sharing Retirement Plan and Trust

401(k) retirement plan · The H. T. Hackney Company's The H.T. Hackney Co. Employees Profit Sharing Retirement Plan and Trust held $125.3M in plan assets for 4,846 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

4,846

Accounts w/ balance

2,168

Plan assets (EOY)

$125.3M

Net assets (EOY)

$125.3M

People on this filing

Michael Morton signed The H. T. Hackney Company's 2024 Form 5500 as plan administrator.

Michael Morton — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The H. T. Hackney Company's EIN is 62-0222535.

EIN 62-0222535

Plan number 001

Plan year 2024

ACK ID 20251013074500NAL0002095442001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The H. T. Hackney Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The H. T. Hackney Company's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE H. T. HACKNEY COMPANY.

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How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 112K (1% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).
Bottom-decile employer contributions per participant (5th percentile).

Plan sponsor

Name

THE H. T. HACKNEY COMPANY

EIN

all filings

Address

502 S. GAY STREET, SUITE 300 · KNOXVILLE, TN · 37902

Phone

(865) 546-1291

Industry

Wholesale Trade

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

2025-10-13

Pension benefit codes

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)

3H · Sponsor in controlled / affiliated group

2A · Age/service weighted or new comparability

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$92K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
RATHER & KITTRELL INC	91-2046298	—	ADVISOR	$127K	—
STRATEGIC ADVISORS, INC.	04-2654524

Investments

32 direct securities· $125.2M(100% of reported assets)

Mutual Funds

$107.8M

20 holdings

Common Collective Trusts

$8.8M

11 holdings

Stable Value

$8.7M

1 holding

					% of plan
VANGUARD TARGET RET 2030 Mutual Fund	Mutual Funds	—	—	$27.6M	22.0%
VANGUARD TARGET RET 2025 Mutual Fund	Mutual Funds	—	—	$24.2M	19.3%
VANGUARD TARGET RET 2035 Mutual Fund	Mutual Funds	—	—	$17.4M	13.9%
VANGUARD TARGET RET 2020 Mutual Fund	Mutual Funds	—	—	$9.1M	7.2%
STANDARD STABLE ASSET 2 Guaranteed Investment Contract	Stable Value	—	—	$8.7M	6.9%
VANGUARD TARGET RET 2040 Mutual Fund	Mutual Funds	—	—	$8.1M	6.5%
VANGUARD TARGET RET 2045 Mutual Fund	Mutual Funds	—	—	$5.4M	4.3%
VANGUARD TARGET RET INC Mutual Fund	Mutual Funds	—	—	$5.0M	4.0%
VANGUARD TARGET RET 2050 Mutual Fund	Mutual Funds	—	—	$4.3M	3.5%
FIDELITY 500 INDEX Mutual Fund	Common Collective Trusts	—	—	$2.9M	2.3%
VANGUARD GROWTH IDX ADM Mutual Fund	Common Collective Trusts	—	—	$2.7M	2.2%
VANGUARD TARGET RET 2055 Mutual Fund	Mutual Funds	—	—	$1.8M	1.4%
VANGUARD TARGET RET 2060 Mutual Fund	Mutual Funds	—	—	$1.6M	1.3%
VANGUARD TOT BD MKT ADM Mutual Fund	Mutual Funds	—	—	$1.3M	1.0%
VANGUARD VALUE IDX ADM Mutual Fund	Common Collective Trusts	—	—	$934K	0.7%
VANGUARD TARGET RET 2065 Mutual Fund	Mutual Funds	—	—	$527K	0.4%
DFA INTL VALUE I Mutual Fund	Mutual Funds	—	—	$496K	0.4%
FIDELITY MID CAP IDX Mutual Fund	Common Collective Trusts	—	—	$480K	0.4%
FIDELITY INTL INDEX Mutual Fund	Mutual Funds	—	—	$381K	0.3%
VANGUARD SMCPVL IDX ADM Mutual Fund	Common Collective Trusts	—	—	$372K	0.3%
VANGUARD EM STK IDX ADM Mutual Fund	Common Collective Trusts	—	—	$364K	0.3%
VANGUARD SM CAP IDX ADM Mutual Fund	Common Collective Trusts	—	—	$298K	0.2%
VANGUARD VMMR-FED MMKT Mutual Fund	Mutual Funds	—	—	$286K	0.2%
DFA SEL HDGD GLB FI Mutual Fund	Mutual Funds	—	—	$219K	0.2%
VANGUARD MDCPVAL IDX ADM Mutual Fund	Common Collective Trusts	—	—	$196K	0.2%
VANGUARD ST CP BD IDX AD Mutual Fund	Common Collective Trusts	—	—	$182K	0.1%
VANGUARD MDCPGR IDX ADM Mutual Fund	Common Collective Trusts	—	—	$177K	0.1%
FIDELITY INFL PR BD IDX Mutual Fund	Common Collective Trusts	—	—	$159K	0.1%
VANGUARD EXPLORER ADM Mutual Fund	Mutual Funds	—	—	$136K	0.1%
DFA REAL EST SEC I Mutual Fund	Mutual Funds	—	—	$49K	<0.1%
FIDELITY GOVT MMKT K6 Mutual Fund	Mutual Funds	—	—	$11K	<0.1%
VANGUARD TARGET RET 2070 Mutual Fund	Mutual Funds	—	—	$8K	<0.1%