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Original filing (PDF)20250909161333NAL0020400849001
JACK HILLIARD DISTRIBUTING COMPANY, INC.
Form 5500
FILING_RECEIVED
JACK HILLIARD DISTRIBUTING COMPANY, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
28% in single holding
Active participants
300
Accounts w/ balance
158
Plan assets (EOY)
$11.6M
Net assets (EOY)
$11.6M
How this plan invests
This plan
16 pooled trusts
Schedule D
11 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
86
Total plan cost
65
Vendor stack
100
Participation health
80
Knocking points off
- Top holding "[DFE: JOHN HANCOCK TRUST COMPANY LIFETIME BLEND 2025 TRUST (extraction pending)]" is 28% of plan.
- 46 bps in Schedule C fees — 57% above peer band of 29 bps.
- 53% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JACK HILLIARD DISTRIBUTING COMPANY, INC..
Plan sponsor
Name
JACK HILLIARD DISTRIBUTING COMPANY, INC.
EIN
74-1460263
Address
217 N 12TH STREET · TEMPLE, TX · 765014358
Phone
(254) 778-2748
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
2025-09-09
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
BROCKWAY,GERSBACH,FRANKLIN&NIEMEIER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RECORDKEEPER | $733 | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES | 43-0345811 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $52K | — |
Investments
16 pooled funds· $9.9M(86% 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
$9.9M
11 holdings
Pooled Separate Account
$0
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JOHN HANCOCK LT BL 2025 TR R4 JOHN HANCOCK TRUST COMPANY COLLECTIVE INVESTMENT TRUST · EIN 85-6153745 / PN 018 | Common Collective Trust | — | — | $2.7M | 23.6% | |
| JOHN HANCOCK LT BL 2030 TR R4 JOHN HANCOCK TRUST COMPANY COLLECTIVE INVESTMENT TRUST · EIN 85-6153745 / PN 019 | Common Collective Trust | — | — | $2.3M | 20.3% | |
| JOHN HANCOCK LT BL 2045 TR R4 JOHN HANCOCK TRUST COMPANY COLLECTIVE INVESTMENT TRUST · EIN 85-6153745 / PN 022 | Common Collective Trust | — | — | $1.1M | 9.8% | |
| JOHN HANCOCK LT BL 2035 TR R4 JOHN HANCOCK TRUST COMPANY COLLECTIVE INVESTMENT TRUST · EIN 85-6153745 / PN 020 | Common Collective Trust | — | — | $1.1M | 9.4% | |
| JOHN HANCOCK LT BL 2040 TR R4 JOHN HANCOCK TRUST COMPANY COLLECTIVE INVESTMENT TRUST · EIN 85-6153745 / PN 021 | Common Collective Trust | — | — | $1.0M | 8.9% | |
| JOHN HANCOCK LT BL 2050 TR R4 JOHN HANCOCK TRUST COMPANY COLLECTIVE INVESTMENT TRUST · EIN 85-6153745 / PN 023 | Common Collective Trust | — | — | $791K | 6.8% | |
| JOHN HANCOCK LT BL 2055 TR R4 JOHN HANCOCK TRUST COMPANY COLLECTIVE INVESTMENT TRUST · EIN 85-6153745 / PN 024 | Common Collective Trust | — | — | $424K | 3.7% | |
| JOHN HANCOCK LT BL 2020 TR R4 JOHN HANCOCK TRUST COMPANY COLLECTIVE INVESTMENT TRUST · EIN 85-6153745 / PN 017 | Common Collective Trust | — | — | $258K | 2.2% | |
| JOHN HANCOCK LT BL 2060 TR R4 JOHN HANCOCK TRUST COMPANY COLLECTIVE INVESTMENT TRUST · EIN 85-6153745 / PN 025 | Common Collective Trust | — | — | $106K | 0.9% | |
| JOHN HANCOCK LT BL 2015 TR R4 JOHN HANCOCK TRUST COMPANY COLLECTIVE INVESTMENT TRUST · EIN 85-6153745 / PN 016 | Common Collective Trust | — | — | $28K | 0.2% | |
| JOHN HANCOCK LT BL 2065 TR R4 JOHN HANCOCK TRUST COMPANY COLLECTIVE INVESTMENT TRUST · EIN 85-6153745 / PN 026 | Common Collective Trust | — | — | $14K | 0.1% | |
| PRINCIPAL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $0 | <0.1% |
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