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Original filing (PDF)20251014095512NAL0005365570001
HDH INSTRUMENTS, LP
Form 5500
FILING_RECEIVED
HDH INSTRUMENTS, LP 401(K) PLAN
401(k) retirement plan
Signals · 1
42% in single holding
Active participants
185
Accounts w/ balance
173
Plan assets (EOY)
$14.5M
Net assets (EOY)
$14.5M
How this plan invests
This plan
8 pooled trusts
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Talcott Resolution Life Insurance Guaranteed Investment Contract" is 42% of plan.
- 48 bps in Schedule C fees — 64% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HDH INSTRUMENTS, LP.
Plan sponsor
Name
HDH INSTRUMENTS, LP
EIN
74-1987201
Address
P.O. BOX 709 · PATTISON, TX · 77466
Phone
(281) 375-6835
Industry
Manufacturingsee 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
2025-10-14
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)
Audit & trust (Schedule H)
Auditor
MELISSA G. CRITCHER, CPA, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $18K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D JONES & CO LP | — | ST LOUIS, MO | INVESTMENT ADVISOR | $50K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JULY BUSINESS SERVICES, LLC | 74-2715820 | WACO, TX | CONTRACT ADMIN | $1K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $127 | — |
Investments
15 direct securities · 8 pooled funds· $14.5M(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.
Uncategorized
$11.5M
15 holdings
Common Collective Trust
$3.1M
6 holdings
Pooled Separate Account
$0
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Talcott Resolution Life Insurance Guaranteed Investment Contract | — | — | — | $6.1M | 41.7% | |
| Party-in-interest lessor or similar party rate of interest, collateral, par or maturity value Fidelity 500 Index Mutual Fund | — | — | — | $2.4M | 16.4% | |
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $1.1M | 7.3% | |
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $952K | 6.6% | |
| I Fixed Account Guaranteed Investment Contract | — | — | — | $558K | 3.8% | |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $531K | 3.6% | |
| T. Rowe Price Balanced I Mutual Fund | — | — | — | $518K | 3.6% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $442K | 3.0% | |
| American Funds International Gr and Inc R6 Mutual Fund | — | — | — | $437K | 3.0% | |
| Fidelity International Index Mutual Fund | — | — | — | $422K | 2.9% | |
| MFS Growth R6 Mutual Fund | — | — | — | $390K | 2.7% | |
| American Century Mid Cap Value R6 Mutual Fund | — | — | — | $262K | 1.8% | |
| Clearbridge Small Cap Growth IS Mutual Fund | — | — | — | $148K | 1.0% | |
| JP Morgan Mid Cap Growth R3 Mutual Fund | — | — | — | $87K | 0.6% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $85K | 0.6% | |
| American Funds American Mutual R6 Mutual Fund | — | — | — | $80K | 0.6% | |
| Allspring Core Bond R6 Mutual Fund | — | — | — | $62K | 0.4% | |
| American Century Small Cap Growth A Mutual Fund | — | — | — | $42K | 0.3% | |
| PGIM Total Return Bond R6 Mutual Fund | — | — | — | $16K | 0.1% | |
| JP Mprgan Mid Cap Growth R6 Mutual Fund | — | — | — | $1K | <0.1% | |
| SEPARATE ACCOUNT K2 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| HARTFORD ADVANTAGE TK2 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND CL I GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% |