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Original filing (PDF)20251015115439NAL0006165456001
HASTY BAKE INC
Form 5500
FILING_RECEIVED
HASTY BAKE 401(K) PLAN
401(k) retirement plan
Signals · 2
41% in single holdingNo recordkeeper disclosed
Active participants
117
Accounts w/ balance
125
Plan assets (EOY)
$419K
Net assets (EOY)
$419K
How this plan invests
This plan
14 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
79
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Market Index Fund" is 41% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HASTY BAKE INC.
Plan sponsor
Name
HASTY BAKE INC
EIN
73-1419386
Address
1313 SOUTH LEWIS · TULSA, OK · 74104
Phone
(918) 665-8220
Industry
Wholesale 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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ROCK CPAS, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
14 direct securities· $393K(94% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | — | — | — | $163K | 38.9% | |
| Vanguard Total International Stock Index Fund | — | — | — | $94K | 22.3% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $40K | 9.6% | |
| Vanguard Real Estate Index Fund | — | — | — | $28K | 6.7% | |
| Vanguard 500 Index Fund | — | — | — | $17K | 4.0% | |
| Vanguard Total International Bond Index Fund | — | — | — | $17K | 4.0% | |
| Vanguard Federal Money Market Fund | — | — | — | $7K | 1.8% | |
| Vanguard Growth Index Fund | — | — | — | $7K | 1.7% | |
| Vanguard Mid-Cap Growth Index Fund 274 Vanguard Mid-Cap Index Fund | — | — | — | $6K | 1.3% | |
| Vanguard Short-Term Inflation Protected Securities Index Fund 717 Vanguard Small-Cap Growth Index Fund 67 Vanguard Small-Cap Index Fund | — | — | — | $4K | 1.0% | |
| Vanguard Developed Markets Index Fund | — | — | — | $4K | 1.0% | |
| Note receivable from participant Maturity of two years, with interest rate of 9.0% | — | — | — | $3K | 0.7% | |
| Dimensional Fund Advisors International Value | — | — | — | $2K | 0.5% | |
| Dimensional Fund Advisors International Core Equity | — | — | — | $1K | 0.3% |
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