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Original filing (PDF)20251015161106NAL0002610179001
THE HACKETT GROUP, INC.
Form 5500
FILING_RECEIVED
THE HACKETT GROUP, INC. 401K PLAN
401(k) retirement plan
Active participants
600
Accounts w/ balance
854
Plan assets (EOY)
$143.7M
Net assets (EOY)
$143.7M
How this plan invests
This plan
16 pooled trusts
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 16 bps in Schedule C fees — 58% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE HACKETT GROUP, INC..
Plan sponsor
Name
THE HACKETT GROUP, INC.
EIN
65-0750100
Address
1001 BRICKELL BAY DRIVE STE 3000 · MIAMI, FL · 33131
Phone
(305) 375-8005
Industry
Professional & Technical Servicessee all
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $71K | — |
Broker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC | 94-1737782 | — | SECURITIES BROKER | $558 | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | CONSULTING | $156K | — |
Investments
21 direct securities · 16 pooled funds· $148.6M(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.
Common Collective Trust
$75.4M
16 holdings
Uncategorized
$73.2M
21 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Instl Index | — | — | — | $24.3M | 16.9% | |
| AMERICAN CENTURY US LG CAP GR EQ T1 SEI · EIN 27-0572889 / PN 007 | Common Collective Trust | — | — | $12.8M | 8.9% | |
| T. ROWE PRICE RETRMNT 2035 TRUST J T. ROWE PRICE · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $10.5M | 7.3% | |
| T. ROWE PRICE RETRMNT 2040 TRUST J T. ROWE PRICE · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $10.0M | 7.0% | |
| T. ROWE PRICE RETRMNT 2030 TRUST J T. ROWE PRICE · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $9.2M | 6.4% | |
| JPMorgan US Eq R6 | — | — | — | $7.2M | 5.0% | |
| PUTNAM STABLE VAL (25) PUTNAM · EIN 04-3159710 / PN 732 | Common Collective Trust | — | — | $5.9M | 4.1% | |
| T. ROWE PRICE RETRMNT 2025 TRUST J T. ROWE PRICE · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $5.8M | 4.0% | |
| PUTNAM LG CAP VAL TRUST IA PUTNAM · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $5.0M | 3.5% | |
| T. ROWE PRICE RETRMNT 2050 TRUST J T. ROWE PRICE · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $4.8M | 3.3% | |
| Vanguard Mid Cap Index Adm | — | — | — | $4.5M | 3.1% | |
| Charles Schwab Instl Personal Choice Retment Account | — | — | — | $4.4M | 3.0% | |
| Various Self-directed brokerage accounts | — | — | — | $4.4M | 3.0% | |
| T. ROWE PRICE RETRMNT 2045 TRUST J T. ROWE PRICE · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $3.8M | 2.6% | |
| MFS Mid Cap Growth R6 | — | — | — | $3.7M | 2.6% | |
| Vanguard Small Cap Index Adm | — | — | — | $3.6M | 2.5% | |
| Dodge & Cox Dodge & Cox Income X | — | — | — | $3.0M | 2.1% | |
| T. ROWE PRICE RETRMNT 2055 TRUST J T. ROWE PRICE · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $2.9M | 2.0% | |
| Vanguard Intermed-Term Bond Idx Adm | — | — | — | $2.4M | 1.6% | |
| Vanguard Total Intl Stock Index Adm | — | — | — | $2.3M | 1.6% | |
| Putnam Small Cap Growth R6 | — | — | — | $2.2M | 1.6% | |
| American Funds American Funds EuroPacific Gr R6 | — | — | — | $2.1M | 1.5% | |
| T. ROWE PRICE RETRMNT 2060 TRUST J T. ROWE PRICE · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $2.0M | 1.4% | |
| Columbia Small Cap Value II Inst | — | — | — | $1.9M | 1.3% | |
| Victory Sycamore Est Value R6 | — | — | — | $1.4M | 1.0% | |
| T. ROWE PRICE RETRMNT 2020 TRUST J T. ROWE PRICE · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $1.3M | 0.9% | |
| T. Rowe Price T. Rowe Price Overseas Stock I | — | — | — | $1.3M | 0.9% | |
| Participants Notes Receivable with interest rates of 3.25% to 8.50% | — | — | — | $1.2M | 0.8% | |
| Participants 3.25% to 8.50%; maturing through December 2039 | — | — | — | $1.2M | 0.8% | |
| Vanguard REIT Index Adm | — | — | — | $1.2M | 0.8% | |
| T. ROWE PRICE RETRMNT 2015 TRUST J T. ROWE PRICE · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $956K | 0.7% | |
| Vanguard Inf-Protected Secs Adm | — | — | — | $727K | 0.5% | |
| T. ROWE PRICE RETRMNT 2010 TRUST J T. ROWE PRICE · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $551K | 0.4% | |
| John Hancock JHancock Alt Asset Alloc R6 | — | — | — | $136K | <0.1% | |
| T. Rowe Price T. Rowe Price Retrmnt 2065 Trust J | — | — | — | $16K | <0.1% | |
| T. ROWE PRICE RETRMNT 2065 TRUST J T. ROWE PRICE · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $16K | <0.1% | |
| T. ROWE PRICE RETRMNT 2005 TRUST J T. ROWE PRICE · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $4K | <0.1% |
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