How big is D & H Company's plan?

D & H Company's plan reported $4.2M in assets and 556 participants for 2024.

Original filing (PDF)20250808105727NAL0002593779001

D & H Company

Name: D & H Company — D & H Company 401(k) Plan, Form 5500 (2024)
Creator: D & H Company
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

D & H Company 401(k) Plan

401(k) retirement plan · D & H Company's D & H Company 401(k) Plan held $4.2M in plan assets for 556 participants in 2024, with EPIC Retirement Plan Services as recordkeeper.

Signals · 2

Late participant contributions~118 bps in Sched C fees

Active participants

556

Accounts w/ balance

476

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

People on this filing

NAT Leathers signed D & H Company's 2024 Form 5500 as plan administrator.

NAT Leathers — 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

D & H Company's EIN is 64-0297943.

EIN 64-0297943

Plan number 001

Plan year 2024

ACK ID 20250808105727NAL0002593779001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for D & H Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

D & H Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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How this plan invests

This plan

133 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) — 17K (2% of contributions).
Total administrative cost in the bottom quartile of peers (14th percentile).

Plan sponsor

Name

D & H COMPANY

EIN

all filings

Address

PO BOX 1688 · TUPELO, MS · 38802

Phone

(662) 842-7525

Industry

Retail 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

2025-08-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

MONROE SHINE & CO., INC.

Trustee / custodian

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EPIC RETIREMENT PLAN SERVICES, INC.	16-1450952	—	NONE	$17K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
RENASANT BANK	—	TUPELO, MS	NONE	$33K	—

Investments

133 direct securities· $3.9M(95% of reported assets)

Other securities

$2.7M

89 holdings

Common Collective Trusts

$636K

14 holdings

Mutual Funds

$257K

11 holdings

Cash / Money Market

$194K

9 holdings

Common Stocks

$107K

5 holdings

U.S. Treasuries

$70K

5 holdings

					% of plan
JPMorgan Growth Advantage Fund Mutual fund	Other securities	—	—	$458K	11.0%
American Beacon Large Cap Growth Fund Mutual fund	Other securities	—	—	$358K	8.6%
Vanguard Large Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$262K	6.3%
JPMorgan Core Bond Fund Mutual fund	Other securities	—	—	$144K	3.5%
Federated Hermes Total Return Bond Fund Mutual fund	Other securities	—	—	$143K	3.4%
JPMorgan Global Bond Opportunities Fund Mutual fund	Other securities	—	—	$121K	2.9%
PIMCO Income Fund Mutual fund	Mutual Funds	—	—	$108K	2.6%
Federated Hermes Government Obligations Fund Money market fund	Cash / Money Market	—	—	$107K	2.6%
Vanguard Small Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$102K	2.5%
Vanguard Mid Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$101K	2.4%
T. Rowe Price Retirement 2045 Fund Mutual fund	Other securities	—	—	$69K	1.6%
Value Line Mid Cap Focused Fund Mutual fund	Other securities	—	—	$66K	1.6%
T. Rowe Price Retirement 2050 Fund Mutual fund	Other securities	—	—	$59K	1.4%
MFS Mid Cap Value Fund Mutual fund	Mutual Funds	—	—	$58K	1.4%
Undiscovered Managers Behavioral Value Fund Mutual fund	Other securities	—	—	$57K	1.4%
Federated Hermes International Small-Mid Company Fund Mutual fund	Common Stocks	—	—	$54K	1.3%
Hartford International Value Fund Mutual fund	Other securities	—	—	$51K	1.2%
T. Rowe Price Retirement 2065 Fund Mutual fund	Other securities	—	—	$51K	1.2%
American Century Small Cap Growth Fund Mutual fund	Other securities	—	—	$45K	1.1%
JPMorgan Hedged Equity Fund Mutual fund	Other securities	—	—	$45K	1.1%
Matthews Emerging Markets Small Companies Fund Institutional Mutual fund	Other securities	—	—	$44K	1.1%
Schwab Treasury Inflation Protected Securities Index Fund Mutual fund	U.S. Treasuries	—	—	$44K	1.1%
T. Rowe Price Retirement 2060 Fund Mutual fund	Other securities	—	—	$44K	1.0%
Mid Atlantic Master Cash Account Cash	Cash / Money Market	—	—	$43K	1.0%
Buffalo International Fund Mutual fund	Other securities	—	—	$42K	1.0%
Cohen & Steers Real Estate Securities Fund Mutual fund	Other securities	—	—	$42K	1.0%
Hartford Dividend and Growth Fund Mutual fund	Other securities	—	—	$42K	1.0%
T. Rowe Price Retirement 2055 Fund Mutual fund	Other securities	—	—	$41K	1.0%
Smead Value Fund Class Y Mutual fund	Other securities	—	—	$41K	1.0%
Vanguard Large Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$40K	0.9%
AB Large Cap Growth Fund Class Z Mutual fund	Other securities	—	—	$36K	0.9%
JPMorgan Growth Advantage Fund Mutual fund	Other securities	—	—	$35K	0.8%
Vanguard Total Stock Market Index Fund Mutual fund	Common Collective Trusts	—	—	$34K	0.8%
Vanguard Developed Markets Index Fund Mutual fund	Common Collective Trusts	—	—	$34K	0.8%
MFS Mid Cap Value Fund Mutual fund	Mutual Funds	—	—	$31K	0.8%
T. Rowe Price Retirement 2035 Fund Mutual fund	Other securities	—	—	$30K	0.7%
Federated Hermes International Small-Mid Company Fund Mutual fund	Common Stocks	—	—	$29K	0.7%
T. Rowe Price Retirement 2030 Fund Mutual fund	Other securities	—	—	$26K	0.6%
T. Rowe Price Retirement 2040 Fund Mutual fund	Other securities	—	—	$23K	0.6%
Vanguard Developed Markets Index Fund Mutual fund	Common Collective Trusts	—	—	$23K	0.5%
Undiscovered Managers Behavioral Value Fund Mutual fund	Other securities	—	—	$22K	0.5%
Federated Hermes Institutional High Yield Bond Fund Mutual fund	Other securities	—	—	$22K	0.5%
Matthews Emerging Markets Small Companies Fund Institutional Mutual fund	Other securities	—	—	$21K	0.5%
American Century Small Cap Growth Fund Mutual fund	Other securities	—	—	$18K	0.4%
MFS Mid Cap Value Fund Mutual fund	Mutual Funds	—	—	$17K	0.4%
Baird Core Plus Bond Fund Mutual fund	Other securities	—	—	$16K	0.4%
Federated Hermes Total Return Bond Fund Mutual fund	Other securities	—	—	$16K	0.4%
Hartford International Value Fund Mutual fund	Other securities	—	—	$15K	0.4%
Buffalo International Fund Mutual fund	Other securities	—	—	$15K	0.4%
Federated Hermes Institutional High Yield Bond Fund Mutual fund	Other securities	—	—	$15K	0.4%