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Original filing (PDF)20250815102639NAL0005839779001
HOBBY LOBBY STORES, INC.
Form 5500
FILING_RECEIVED
SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF THE HOBBY LOBBY GROUP
401(k) retirement plan
Active participants
31,651
Accounts w/ balance
13,361
Plan assets (EOY)
$563.8M
Net assets (EOY)
$563.8M
How this plan invests
This plan
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Vendor stack
100
Participation health
65
Knocking points off
- Only 42% 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 HOBBY LOBBY STORES, INC..
Plan sponsor
Name
HOBBY LOBBY STORES, INC.
EIN
73-1032203
Address
7707 SW 44TH STREET · OKLAHOMA CITY, OK · 731797804
Phone
(405) 745-1191
Industry
Retail Tradesee 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
2025-08-15
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
HOGAN TAYLOR, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $381K | — |
Investments
21 direct securities· $563.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2030 Target Date Retirement Fund | — | — | — | $57.7M | 10.2% | |
| American Funds 2035 Target Date Retirement Fund | — | — | — | $53.8M | 9.5% | |
| T. Rowe Price Dividend Growth Fund | — | — | — | $42.6M | 7.6% | |
| American Funds 2040 Target Date Retirement Fund | — | — | — | $42.0M | 7.5% | |
| American Funds 2025 Target Date Retirement Fund | — | — | — | $37.6M | 6.7% | |
| American Funds New Perspective Fund | — | — | — | $34.9M | 6.2% | |
| American Funds 2045 Target Date Retirement Fund | — | — | — | $34.2M | 6.1% | |
| American Funds Balanced Fund | — | — | — | $34.1M | 6.1% | |
| American Funds 2050 Target Date Retirement Fund | — | — | — | $32.2M | 5.7% | |
| Fidelity 500 Index Fund | — | — | — | $31.7M | 5.6% | |
| American Funds 2055 Target Date Retirement Fund | — | — | — | $27.9M | 5.0% | |
| Vanguard Treasury Money Market Fund | — | — | — | $27.0M | 4.8% | |
| American Funds 2060 Target Date Retirement Fund | — | — | — | $23.2M | 4.1% | |
| Vanguard Mid Cap Index Fund | — | — | — | $20.8M | 3.7% | |
| Vanguard Small Cap Index Fund | — | — | — | $17.6M | 3.1% | |
| various maturities - | — | — | — | $14.4M | 2.5% | |
| American Funds 2020 Target Date Retirement Fund | — | — | — | $14.2M | 2.5% | |
| American Funds Bond Fund of America | — | — | — | $10.1M | 1.8% | |
| American Funds 2015 Target Date Retirement Fund | — | — | — | $3.9M | 0.7% | |
| American Funds 2010 Target Date Retirement Fund | — | — | — | $2.9M | 0.5% | |
| American Funds 2065 Target Date Retirement Fund | — | — | — | $965K | 0.2% |
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