Original filing (PDF)20251014163101NAL0001652611001

House Hasson Hardware Co., Inc.

Name: House Hasson Hardware Co., Inc. — House Hasson, Form 5500 (2024)
Creator: House Hasson Hardware Co., Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

House Hasson Hardware Co. , Inc. Employees

401(k) retirement plan · House Hasson Hardware Co., Inc.'s House Hasson Hardware Co. , Inc. Employees held $22.3M in plan assets for 649 participants in 2024, with Voya as recordkeeper.

Signals · 3

Late participant contributions18% employer stockCorrective distributions issued

Active participants

649

Accounts w/ balance

678

Plan assets (EOY)

$22.3M

Net assets (EOY)

$22.3M

How this plan invests

This plan

40 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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) — 31K (1% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOUSE HASSON HARDWARE CO., INC..

Plan sponsor

Name

HOUSE HASSON HARDWARE CO., INC.

EIN

62-0242050all filings

Address

3125 WATER PLANT ROAD · KNOXVILLE, TN · 37914

Phone

(865) 525-0471

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

2025-10-14

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)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
VOYA RETIREMENT INSURANCE & ANNUITY	71-0294708	—	SERVICE PROVIDER	$9K	—
VOYA RETIREMENT ADVISORS, LLC	02-0488491	—	SERVICE PROVIDER	$5K	—

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
RUTTER WILLIAM RPROF

Investments

40 direct securities· $25.0M(100% of reported assets)

Mutual Funds

$12.0M

19 holdings

Common Stocks

$5.4M

10 holdings

Other securities

$4.4M

9 holdings

Stable Value

$3.1M

1 holding

Cash / Money Market

$46K

1 holding

					% of plan
Voya Fixed Account Guaranteed Investment Contract	Stable Value	—	—	$3.1M	13.9%
Voya Large Cap Growth Prt Srv2 Registered Investment Company	Common Stocks	—	—	$1.8M	8.2%
American Funds 2030 Target Date Retirement Fund - Class R-4 Mutual Fund	Mutual Funds	—	—	$1.6M	7.2%
American Funds 2020 Target Date Retirement Fund - Class R-4 Mutual Fund	Mutual Funds	—	—	$1.6M	7.1%
American Funds 2035 Target Date Retirement Fund - Class R-4 Mutual Fund	Mutual Funds	—	—	$1.4M	6.4%
American Funds 2025 Target Date Retirement Fund - Class R-4 Mutual Fund	Mutual Funds	—	—	$1.3M	6.0%
VY TRwPr Cap Apprec Port Srv Registered Investment Company	Common Stocks	—	—	$1.2M	5.4%
Voya T. Rowe Price Capital Appreciation Portfolio-Service Mutual Fund	Other securities	—	—	$1.2M	5.4%
Voya Intermediate Bond Fund-Class A Mutual Fund	Other securities	—	—	$1.1M	4.9%
Voya US Stock Index Port Srv2 Registered Investment Company	Common Stocks	—	—	$923K	4.1%
American Funds Wash Mutual R3 Registered Investment Company	Mutual Funds	—	—	$875K	3.9%
(Held at End of Year) HOUSE HASSON HARDWARE, INC. EES INVESTMENT PS PLAN EIN#62-0242050 Plan# 001 PIMCO Gov Money Mkt Fnd A Registered Investment Company	Mutual Funds	—	—	$842K	3.8%
American Funds 2045 Target Date Retirement Fund - Class R-4 Mutual Fund	Mutual Funds	—	—	$730K	3.3%
American Funds 2040 Target Date Retirement Fund - Class R-4 Mutual Fund	Mutual Funds	—	—	$643K	2.9%
American Funds 2055 Target Date Retirement Fund - Class R-4 Mutual Fund	Mutual Funds	—	—	$638K	2.9%
Victory Sycmr Est Vl Fd R Registered Investment Company	Common Stocks	—	—	$576K	2.6%
Victory Sycamore Established Value Fund-Class R Mutual Fund	Other securities	—	—	$576K	2.6%
American Funds 2050 Target Date Retirement Fund - Class R-4 Mutual Fund	Mutual Funds	—	—	$541K	2.4%
Macquarie Mid Cap Growth Fund-Class Y Mutual Fund	Other securities	—	—	$451K	2.0%
American Funds EuroPacific Growth Fund-Class R-3 Mutual Fund	Mutual Funds	—	—	$436K	2.0%
Voya J.P. Morgan Small Cap Core Equity Portfolio-Service 2 Mutual Fund	Other securities	—	—	$381K	1.7%
VY JPM SmCp Cr Eq Port Srv2 Registered Investment Company	Common Stocks	—	—	$381K	1.7%
Loomis Sayles Bond Fund-Retail Class Mutual Fund	Other securities	—	—	$356K	1.6%
American Funds Nw Prspctv R3 Registered Investment Company	Mutual Funds	—	—	$297K	1.3%
American Funds New Perspective Fund-Class R-3 Mutual Fund	Mutual Funds	—	—	$297K	1.3%
Pimco Real Return Fund-Class R Mutual Fund	Mutual Funds	—	—	$274K	1.2%
American Funds 2060 Target Date Retirement Fund - Class R-4 Mutual Fund	Mutual Funds	—	—	$272K	1.2%
ClrBrg Small Cap Growth Fund IS Mutual Fund	Other securities	—	—	$182K	0.8%
ClrBrg SmCp Grw Fd IS Registered Investment Company	Common Stocks	—	—	$182K	0.8%
Voya Russell Mid Cap Index Portfolio-Class I Mutual Fund	Common Stocks	—	—	$161K	0.7%
NYLI CBRE Real Estate Fund-Class A Mutual Fund	Other securities	—	—	$147K	0.7%
American Funds 2065 Target Date Retirement Fund - Class R-4 Mutual Fund	Mutual Funds	—	—	$94K	0.4%
Goldman Sachs Small Cap Value Fund-Class R Mutual Fund	Common Stocks	—	—	$72K	0.3%
American Funds 2015 Target Date Retirement Fund - Class R-4 Mutual Fund	Mutual Funds	—	—	$67K	0.3%
Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company	Common Stocks	—	—	$46K	0.2%
Voya Gov Money Market Fund A Mutual Fund	Cash / Money Market	—	—	$46K	0.2%
Ind Dev Markets Fund R Mutual Fund	Other securities	—	—	$39K	0.2%
Inv Dev Mrkts Fd R Registered Investment Company	Common Stocks	—	—	$39K	0.2%
American Funds 2010 Target Date Retirement Fund - Class R-4 Mutual Fund	Mutual Funds	—	—	$23K	0.1%
American Funds 2070 Target Date Retirement Fund - Class R-4 Mutual Fund	Mutual Funds	—	—	$2K	<0.1%