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Original filing (PDF)20251015120711NAL0006200592001
HEMMERSBACH US, LLC
Form 5500
FILING_RECEIVED
HEMMERSBACH 401(K) PLAN
401(k) retirement plan
Active participants
537
Accounts w/ balance
210
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
80
Vendor stack
100
Participation health
65
Knocking points off
- 68 bps in Schedule C fees — modestly above peer band of 52 bps.
- Only 39% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEMMERSBACH US, LLC.
Plan sponsor
Name
HEMMERSBACH US, LLC
EIN
68-0683730
Address
3100 SW 145TH ST · SUITE 100 · MIRAMAR, FL · 33027
Phone
(929) 360-1453
Industry
Professional & Technical Servicessee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DE LA HOZ, PEREZ & BARBEITO, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $23K | — |
Investments
22 direct securities · 1 pooled fund· $3.3M(97% 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.
Registered Investment Companies
$3.2M
22 holdings
Common Collective Trust
$79K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $654K | 19.1% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $522K | 15.3% | |
| VOYA LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $391K | 11.4% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $246K | 7.2% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $175K | 5.1% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $152K | 4.5% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $142K | 4.2% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $133K | 3.9% | |
| FID US BOND IND | Registered Investment Companies | — | — | $122K | 3.6% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $96K | 2.8% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $94K | 2.7% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $85K | 2.5% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $82K | 2.4% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $79K | 2.3% | |
| FIDELITY ADVISOR TOTAL BOND Z | Registered Investment Companies | — | — | $64K | 1.9% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $58K | 1.7% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $48K | 1.4% | |
| T ROWE PRICE MID CAP GROWTH I | Registered Investment Companies | — | — | $40K | 1.2% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $38K | 1.1% | |
| JOHN HANCOCK DISC VALUE MC R6 | Registered Investment Companies | — | — | $37K | 1.1% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $31K | 0.9% | |
| VICTORY RS SMALL CAP GROWTH R6 | Registered Investment Companies | — | — | $20K | 0.6% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $12K | 0.4% |
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